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.
Cultivate Connections
You have financial goals, and we have a plan to get you there. While financial wisdom is imperative, our work begins with relationships. We believe in serving, not selling, which fuels our powerfully personal approach.
You Are Family
Our mission is to prove not all financial planners are created equal. Although not related by blood, Townsend Financial Planning is a tight-knit family who cares deeply for yours. We join each client on their financial journey to help guide and safeguard their future.
Think Big Picture
To Townsend Financial Planning, total wealth management is personal. By understanding a client’s individual circumstances, goals, and risk tolerance, we are able to offer insightful financial advice.
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.
