Townsend Financial Planning

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We provide unbiased advice to people from all walks of life. Now you can have access to a professional advisor when you need:

a financial check-up
specific advice on a financial concern
portfolio design and asset allocation
one module or an in-depth financial plan
periodic reviews and plan updates
assistance with implementation

How Were Different. While many firms charge you a commission or have account minimums, we follow a different course.

no third party sales incentive
no conflict of interest regarding compensation
no net worth or account minimum to meet
no long-term contract or asset under management requirement

We focus solely on developing a plan thats right for you and one that will help you achieve your financial goals.
Choosing An Advisor. There are plenty of advisors to choose from. Finding an advisor who you feel comfortable working with and who can provide the type of services appropriate for your needs is no small task. Explore this website to learn more aboutour services and operations. Also read more (pdf) about how financial planners in general work and get paid.
Meet With Us. We offer a no obligation initialmeeting to all prospective new clients. During this meeting we will discuss your financial objectives and determine the services that can help you achieve your goals. We will also provide you with a fee estimate for the proposed services.
Call today to schedule a no cost, no obligationinitial meeting and begin planning for your financial future now!
Thanks for visiting us online. Enjoy your visit!

Send us an e-mail to Townsend Financial Planning:
Melody@TownsendFinancialPlanning.com