fbpx

401K Advantage

401K Advantage

Create a Retirement Plan That Pays Off

Planning for a successful retirement has never been more challenging than it is today. Gone are the days when workers can depend totally on Social Security and their pensions for a successful retirement. Today, smart people are realizing that working towards their retirement goals requires careful planning and making the most of employer sponsored plans, such as 401(k) plans. For most American workers, their 401(k) will be the cornerstone for their retirement savings. However, this assumes that one possesses the skill, time and temperament to navigate the investment landscape with reasonable success.

401(k) Advantage Can Help!

Retirement planning is no walk in the park, but with our , you could be one step closer to achieving your goals. By becoming a client of the 401(k) Advantage Program, you’ll receive:

  • 401(k) allocation recommendations specific to your risk tolerance and your plan’s options
  • Timely reallocation updates based on our proprietary financial indicators. Our objective is to minimize losses during bad markets and participate in good markets.
  • Weekly Market Commentary
  • Access to our professional advisory team

Affordable

While many firms charge considerably more, it’s our goal to deliver this invaluable service at an affordable price.
Annual Fee – $195.00 Per Couple
(No additional charges for planning clients)
Available until client retires or terminates employment

Below is a list of companies where we provide on-going recommendations for our planning and 401(K) Advantage clients:

AAA
American Medical Pricing Solutions
Advantage Waypoint
Adventis Healthcare
Aerospace Corp
Agile Partnering
Alarm.com
Allstate
Alpine Bank
ALS Therapy Development Foundation
Amazon
American Express
American Medical Response
American Truck
American West Construction
Applejack Wine & Spirits
Arapahoe Credit Union
Arc Thrift Store
Architectural Concepts
AT&T / Direct TV
Atlas (CO Pipe Industry)
Automotive Avenues
Autonation
Aveanna Healthcare
Ball
Ball Metalpack
Ball Metal Container
Banner Health
Ben Cerra Construction
Biodesix
Black Knight Financial
Blue Scope
Bobcat of the Rockies
Boeing
Boulder Community Hospital
Boulder Valley School District
Bowie Resources
Bridge Comm Inc
Brighton Fire Department
Briotix (The Trustees of US Physical Therapy)
Builders Warehouse, Inc
Burlington Northern Sante Fe Railroad
Cable Labs
Caci International
Caliber Home Loans
Calvary Church
Cantor Gaming
Cardinal Health
Carpet Exchange
Catholic Health Initiatives
CB Richard Ellis
CCRM Fertility Network
Celebrity Home Loans
Centura Health
CGI Technologies
CH2M/ Jacobs
Charter Communications
Chartis Group, LLC
Chevron
Children’s Hospital
Christian Living Communities
Circle Graphics
City of Arvada
City of Aurora
City of Boulder
City of Broomfield
City of Colorado Springs
City of Denver
City of Federal Heights
City of Lakewood
City of Littleton
City of Longmont
City of Northglenn
City of Thornton
City of Westminster
Cognizant Technologies
ColdQuanta
Colorado Eye Center
Colorado Kidney Care
Colorado Kids/ Stapleton Pediatrics
Colorado PERA
Colorado Powerlines, Inc
Coltrane Systems
Columbine Therapy Services
ConMed
Corden Pharma
Cottage Health
Crescent Real Estate
Cyclomedia
Darlyne M Loper DMD
Data Fusion & Neural Networks
Delta Airlines
Delta Montrose Electric Assoc
Denver Physical Therapy
Denver Rescue Mission
Denver Transit Operators
Douglas County
Douglas Elbert
DP Media
E3 Diagnostics
EKS&H
ELCA (Good Samaritan)
Elevations Credit Union
Englobal Environmental Chemical Corp
EOG Resources
Equity LifeStyle Properties
ESP Management LLC
ESRI
eTeam
Exelon
Expedia
Faith Bible Chapel International
FedEx
Felsburg, Holt & Ullevig
Ferguson Enterprises
First American Financial
FirstBank
Forest Product Sales
Fort Collins Police Department
Francis Howell School District
Frontier Airlines
Frost-Arnett Company
G&Z Transportation
Gates
General Atomics
Global Payments
Golden Paws
GP Strategies
Grand Canyon States Electric Cooperative Association
Graybar Electric
Great Western Oil & Gas
Green House
HCA
HDR
Heart HVAC
Heska
High Country Bank
Hinchcliff Lumber Products
Holland & Hart
Honnen Equipment
Hunter Douglas
ICR Inc
IDEX
IHS Markit
Integrated Associates Inc
Integrated Power Services
Integrated Solutions Group
Inteliquent
IQVIA
IT Authorities
JEFFCO Public Schools
Jefferson County
Johnson & Johnson
Jupiter LLC
Kaiser Permanente
KB Homes
KCL
Kelly Services Inc
Kone
Korn/Ferry International
Kraft Heinz
KYNDRYL
L3 Harris Technologies
Lee Memorial
Leidos
Lennar Homes
Lenny & Larry
Leprino Foods
LGI Homes Inc
Lightning Ventures
Lockheed Martin
Lori Duncan Physical Therapy
Los Alamos Lab
Loveland Fire Rescue
Lowe’s
Lumen (Century Link)
Marathon Oil
Mariana Tek
Martin & Associates
MBI Industrial Medicine
MCP
Mead
Medtronic
Merrick & Co
Metro Waste
Micron Tech
Milliman Inc
MOA Architecture
Molson Coors
National Heritage Academies, Inc
National Western Center
NBC Universal
Nitto Denko Avecia Inc
Nokia
North Highland
North Metro Rescue
NREL
Nuaxis
Okonite
OLP
Omnicare/ CVS
OMNI-X
Oracle
O’Reilly Automotive
Palatir
Park Range Construction
Pax8, Inc
Paychex
PCL Construction Enterprises, Inc
PDC Energy
Pet Sustainability Coalition
Porter Adventist Hospital
Professional Case Management
Proskauer
Prospect Life Sciences
Protective Life
Pueblo County
Rampart Plumbing & Heating Supply
Raytheon
Real Page
Remax
Renewable Energy Systems
RGP
Rio Grande Company
Rocky Mountain Center for Reproductive Medicine
Rocky Mountain Family Practice
Rocky Mountain Human Services
Rocky Mountain Natural Product
RTD
Sam Hill/Shoco Oil
Sanofi
Sarah Cannon Research
Sartorius
Schindler Elevator Corp
SCLHS
Short Elliot Hendrickson
Sick Inc
Sierra Nevada Corporation
Simon Contractors
Sky Rocket Lab
SkyWest
Slalom, LLC
Sparrow Hospital (AMN Healthcare)
Stapleton Pediatrics (Colorado Kids)
Sterling Lumber
Suncor
Surgical Specialists of Colorado
Symplr
Syngenta
Tallgrass Energy Partners
Tender Belly
Tenneco
Terumo BCT
TetraTech/ LDIS
Texas Business Systems
Thomson Reuters
Thrift Savings Plan
Thryv
THWC
TIAA
TiER1 Performance Solutions
TM Sales
TotalMed Staffing
TransMontaigne/ TLP Management
Tri-State
Turning the Corner LLC
UCAR/NCAR
UCHealth
ULA
United Airlines
United Healthcare
Universal
University of Colorado
University of Colorado Health
University of Montana
UPS
Vail Resorts
Vectra
Verizon
VF Outdoor LLC
VIAVI Solutions
Wake Forest University Health
Wellington Fire
Wells Fargo
West Corp
Western Distributing
Windstream
Workiva
Xcel Energy
Xtant Medical
York Space Systems
Zillow

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION.

Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if Townsend is engaged, or continues to be engaged, to provide investment advisory services.

 

 

Townsend & Associates, Inc.
PORTAL ACCESS ACKNOWLEDGMENT

As a client of Townsend & Associates, Inc. (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site.  I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties.  This password-protected access is made available to clients of Company free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person.  I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

I Agree

Advisory services are offered through Townsend & Associates Inc., dba Townsend. Financial Advisors of Townsend are registered representatives of and offer securities through Securities America, Inc., Member FINRA/SIPC. Townsend and Securities America, Inc. are not affiliated. Privacy Statement | © 2021 Townsend

The BBB has determined this business meets BBB accreditation standards, which include a commitment to make a good-faith effort to resolve any consumer complaints. BBB-accredited businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public. BBB accreditation does not mean that the business’s products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business’s product quality or competency in performing services.

Check the background of this firm on FINRA's BrokerCheck.

Please review Important Disclosure Information set forth in the last section of this web site

Contact
Townsend

Address

2761 West 120th Ave. | Westminster CO | 80234
Click Here to Find Us

Office Hours

Mon-Thu, 7:30 a.m. to 5:00 p.m.
Fri, 8:00 a.m. to 12:00 p.m.

Phone

303.452.5986

For any general inquiries or to schedule a FREE consultation, please fill in the following contact form:




    Inquiry Type (required):


    Skip to content