Townsend Retirement Specialists

Townsend Retirement Specialists is a retirement and investment management firm servicing the Denver Metro area. Established in 1990, the founder and president Jeffery Townsend has built the company into a comprehensive financial planning firm providing the service and expertise people deserve but may not receive. In fact, we think you would be hard pressed to find a planning firm as dedicated and comprehensive as Townsend Retirement Specialists. Through Townsend Retirement Specialists you gain access to a team with considerable knowledge and experience. The Townsend Team follows a disciplined process designed to ensure that rigorous, rational planning — not emotional decision making, are the basis for every investment decision. At Townsend Retirement Specialists we constantly monitor our client’s portfolios to help ensure that goals and objectives are being met.

Achieving goals in business, sports and life requires dedication, skill and discipline. It’s no different when it comes to achieving your financial goals.

Many advisors’ recommendations are based on a static approach or in other words “a buy and hold strategy”. While this method may work in a prolonged bull market it could lead to losses if investments are sold during a bear market.

Townsend’s method is different!  The objective of our active investment style is to participate in market gains and limit losses in declining markets, while seeking a rate of return consistent with one’s investment objectives and risk tolerance.

Our Services Include:

• Comprehensive Retirement Planning
• Investment Management
• In-Depth Investment research
• Estate Planning
• Tax Reduction Strategies
• Client Financial Education
• 401 (k) and Pension Plan Design and Consulting
• 401(k) and Pension Rollovers
• 401 (k) Allocation Recommendations

Call us today at 303.452.5986 or 1.800.578.9896 for a free, no-obligation consultation.

This should not be construed as a testimonial nor imply any endorsement of Townsend Retirement. This website alone does not constitute substantiation of any of its statements relating to, “qualified, reliable, and reputable”. Furthermore it does not imply efficacy for any services provided by Townsend Retirement.

• The Certification as a Haystack Company should not be construed as any one client’s endorsement,evaluation,or indicative of any one clients (past or future)performance.
• Townsend Retirement does not pay or receive a fee to be included in the website listing.
• Simply being named a “Certified Haystack Company” is not indicative of Townsend Retirements future performance.
• The inclusion of Townsend Retirement should not be construed as an endorsement of them by Haystack or any of its affiliated companies.
• Working with Townsend Retirement,a Certified Haystack Company is no guarantee as to the future investment success nor is it a guarantee that the selected firm will be checked out as a Certified Haystack Company in the future.
• Criteria used to be “checked out” as a Certified Haystack Company: company agrees to a formal background check on owners and/or managers on an annual basis which includes; verification of social security numbers, licenses, insurance, rate sheets, Better Business Bureau, and references, civil and criminal checks, and periodic reviews.

Advisory services are offered through Townsend & Associates Inc., dba Townsend Retirement Specialists. Financial Advisors of Townsend Retirement Specialists are Registered Representatives of and offer securities through Securities America, Inc., Member FINRA/SIPC.  Townsend Retirement Specialists and Securities America, Inc. are not affiliated.