With Planning Comes
Peace Possibilities Freedom Growth Confidence
Our strategy is simple. We build a roadmap to proactively navigate your financial future.
We are here to help.
Whether you’re ready to get started or just interested in learning more, we are here for you. Simply tell us a little bit about yourself, and we will put you on the right financial path.
With Planning Comes
Peace Possibilities Freedom Growth Confidence
Our strategy is simple. We build a roadmap to proactively navigate your financial future.
We are here to help.
Whether you’re ready to get started or just interested in learning more, we are here for you. Simply tell us a little bit about yourself, and we will put you on the right financial path.
Comprehensive financial planning backed by exceptional service.
FEE-ONLY
Fee-only advisors do not sell financial products for a commission. They are only compensated by the client.
FIDUCIARY
Fiduciary responsibility is an ethical obligation for the advisor to always place the interest of the client ahead of their own.
CERTIFIED FINANCIAL PLANNER™
CFP® certification ensures your advisor is highly trained and committed to serving in the clients’ best interests.
We believe our world is better when we are all empowered to pursue possibilities.
Protecting your future, fueling your dreams.
Townsend Financial Planning’s higher purpose is to help you prepare for life’s transitions, plan for curveballs, and celebrate your successes. Whether it be retirement preparedness, education savings, or investment strategies, we deliver transparency and personalized guidance to put your goals first.
