Townsend Retirement Specialists

read moreWhy did we choose the eagle to represent Townsend? An eagle symbolizes new beginnings and life changes along with the strength and resilience to endure difficult times, while having the courage to look ahead. An eagle stands for honest and truthful principles while inspiring to reach the highest standards. Townsend is one of Colorado's leading retirement planning and investment management firms. Founded in 1990, we focus primarily on helping those who are 50 years old and beyond who are seeking retirement planning.

read moreA secure retirement may not be your only financial planning goal, but it's probably the most important goal when planning for your future. Our financial planners know what it takes to help get your retirement planning to a good place. When meeting with an advisor at either our Denver or Westminster office, we will help you consider all of your retirement resources from your 401(k) plans, IRAs, real estate, savings, to your direct income sources such as pensions and Social Security. From here, our financial planning specialists will design a comprehensive retirement plan to help you pursue your dream retirement.

read moreWealth management is customized to every individual's unique portfolio and long-term goals with a range of services that are personalized to each client's specific needs. These services are apt to include estate and legacy planning, tax planning, investment management, retirement planning and retail banking services. While financial planning is important for everyone, it is essential for high-net worth individuals and families who may need a more multifaceted investment strategy and additional services to help manage their wealth.

read moreAn educated client is our best client. You can go practically anywhere to speak with a financial advisor and purchase investments. Wall Street brokerages, insurance companies and online discount brokers are vying for your business along with financial advisors, but do they know you? Ask yourself what type of firm you should trust. At Townsend, we staff CFPs (Certified Financial Planners) and CRPCs (Chartered Retirement Counselors) at our Denver and Westminster offices. These professionals will account for your goals during the financial planning process.

read moreOne of the most difficult parts of retirement planning can be preparing for the distribution of your estate (everything that you own including life insurance death benefits) after your death. No one like to think about this inevitable event, much less plan for it. Estate planning is the process of setting forth binding instructions so that when you die, your estate is distributed according to your wishes, with a minimum of bother or expense for your heirs. Estate planning doesn't have to focus so much on death; but rather on life.