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Welcome!
Townsend Financial Planning (TFP) is an independent registered investment advisory firm, specializing in providing hourly, as needed financial planning and advice on a fee-only basis.

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

  • one time or ongoing advice
  • a second opinion
  • 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 We’re Different. While many firms charge you a commission or have account minimums, we follow a different course.

      There is:

  • no commission
  • no sales pressure
  • 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 that’s 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 about our 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 initial meeting 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 obligation initial meeting and begin planning for your financial future now!

Thanks for visiting us online. Enjoy your visit!

Melody W. Townsend, CFP®

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

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