Financial Planning  

Most clients engage Townsend Financial Planning, LLC on a limited, as-needed basis for financial planning advice. A written financial plan with recommendations and an action plan are prepared as part of this service. Typical engagements may cover the following:

• Retirement Planning

• College Savings Strategies

• Investment Selection

• Second Opinions

Business Retirement Planning

Townsend Financial Planning, LLC provides business owners with assistance setting up retirement plans appropriate for themselves and their employees. Options includes SEP IRAs, SIMPLE IRAs and small business 401(k) plans. This service includes retirement planning and investing seminars for employees as well as on-going support.

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Retainer/Preferred Client

Upon completion of their initial engagement, many clients will be offered the opportunity to join the Preferred Client Retainer Program. This program is a tremendous opportunity for clients to continue to take advantage of the benefits of fee-only financial planning in their everyday lives on an ongoing basis at a very reasonable cost. A few of the benefits include:

• Consultations by phone, e-mail or appointment whenever you think you require it

• Priority regarding scheduling and availability over New or As-needed Clients

• Investment Portfolio Assistance & Regular Reviews

• Revised analysis whenever your circumstances change (new job, new addition to the family, etc.

• Communication with other professionals such as CPA, estate planning attorney, etc.

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