Establishing a relationship and engaging a financial advisor on LinkedIn is unlikely. But keep reading! All relationships must start somewhere.  

Earning your trust takes time. Townsend is not just a RIA firm, it's an all-around retirement experience built from weekly market updates, free educational/social events, quarterly newsletters and even special community volunteer opportunities. In fact, we have numerous clients who have built new relationships through our different events and outside community involvement.

People choose Townsend because of our integrity and personalized client service. We work diligently to set achievable retirement expectations and are dedicated to the prudent stewardship of their wealth through our active portfolio management strategy.

We also understand time and commitment. I established Townsend in 1990 and have been a Certified Retirement Planning Counselor (CRPC®) since 1986.  That's over 30 years of experience specializing in retirement planning and investment management. 

I am also a well-known financial educator and the author of 2 books:
The Master Plan-Retirement for the Best of Your Life, The Road to Retirement - Everything You Need to Know for a Successful Retirement
The Road to Retirement 2.0

Questions?  Call our office: 303.452.5986 or email TownsendRetirement@TownsendRetirement.com

The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Please see website for full disclosures www.TownsendRetirement.com


Insurance

Retirement

Townsend

Townsend's headquarters in Westminster, United States

Jeffery Townsend

Shawn Kelly

Madison Petersen

The Leadership Team at Townsend is responsible for steering the strategic direction of the firm, ensuring integrity and excellence in client service, and overseeing the comprehensive retirement experience offered to clients. With a focus on prudent wealth stewardship and active portfolio management, this team collaborates to foster trust, drive educational initiatives, and facilitate community engagement, all while leveraging their extensive experience in retirement planning and financial education.

Leadership Team

The Marketing Team at Townsend is responsible for building and promoting the firm's brand through strategic communication and engaging content. They create and execute marketing campaigns, organize educational and social events, and manage outreach initiatives to foster relationships with current and prospective clients. By utilizing various platforms, including LinkedIn, the team aims to enhance client engagement, showcase Townsend's expertise in retirement planning, and cultivate a strong community presence.

Townsend

Org chart

Teams

Leadership Team

Marketing Team

Offices

Townsend

Org chart

Teams

Leadership Team

Marketing Team

Offices

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