Townsend

Townsend

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Establishing a relationship and engaging a financial advisor on LinkedIn is unlikely. But keep reading! All relationships must start somewhere. Earning your trust takes time. Townsend is not just a RIA firm, it's an all-around retirement experience built from weekly market updates, free educational/social events, quarterly newsletters and even special community volunteer opportunities. In fact, we have numerous clients who have built new relationships through our different events and outside community involvement. People choose Townsend because of our integrity and personalized client service. We work diligently to set achievable retirement expectations and are dedicated to the prudent stewardship of their wealth through our active portfolio management strategy. We also understand time and commitment. I established Townsend in 1990 and have been a Certified Retirement Planning Counselor (CRPC®) since 1986. That's over 30 years of experience specializing in retirement planning and investment management. I am also a well-known financial educator and the author of 2 books: The Master Plan-Retirement for the Best of Your Life, The Road to Retirement - Everything You Need to Know for a Successful Retirement The Road to Retirement 2.0 Questions? Call our office: 303.452.5986 or email [email protected] The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Please see website for full disclosures www.TownsendRetirement.com

Website
http://www.townsendretirement.com
Industrie
Finanzdienstleistungen
Größe des Unternehmens
11-50 Mitarbeiter
Hauptsitz
Westminster
Typ
In Privatbesitz
Gegründet
1990
Spezialitäten
Comprehensive Retirement Planning, Wealth Management, In-Depth Portfolio Design, Investment Research, Estate Planning, Tax Reduction Strategies, Financial Education, 401(k)/Pension Plan Consulting, 401(k)/Pension Rollovers, and 401(k) Allocation Recommendations

Standorte

Employees at Townsend

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Aktualisierungen

  • View organization page for Townsend, graphic
    Townsend

    227 followers

    Townsend's Chief Investment Officer led a market update webinar. It is now available to view on our website https://lnkd.in/exXGtkRA

    View profile for Jeffery Townsend, graphic
    Jeffery Townsend

    Townsend Founder & President | Financial Advisor | Author | Retirement Planning & Investment Management Specialist

    Last week, Townsend hosted a webinar for our clients focused on an update on the current market. As the job market has cooled, Covid-era savings have run down, inflation remains elevated and a hot war beings in the Middle East, investors are naturally concerned with what the future might have in store for them — especially after a year when only a handful of popular investments have traded significantly higher. In this presentation, our chief investment officer, John Goltermann, CFA, CGMA takes us through some of the important factors at work that will likely affect returns going forward, and tries to distill it down to reasonable positioning for today’s challenges. While many advisory firms get caught up in trying to beat the S&P 500, we focus on preserving our clients’ capital and purchasing power as market prices adjust to higher interest rates and an increasing risk environment with many crosscurrents. Find the presentation on our website: https://lnkd.in/e5YK6KWd

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