Colorado Financial Advisor

In these times of financial uncertainty, having a sound financial plan for retirement has never been more critical. Without a well-thought-out retirement strategy, you could find it difficult to live the "storybook" retirement you've always dreamed of.

As you think about retirement you may be asking yourself Do I know how much money I am going to need, will my money last a lifetime, do I know how to manage my investments to minimize losses while meeting my long-term needs and goals, am I paying too much in taxes, do I need to be working with a financial planner and how do I choose a planner who will put my interests first? Here at Townsend we can help you answer those questions and more.

Townsend, a Colorado-based financial planning firm, has been working with clients from around the country since 1990. TRS provides a wide range of services which include investment management, financial planning, 401(k) investing strategies and various other retirement solutions. We invite you to explore our website and discover the wealth of useful information it has to offer, including our planning process, how we manage our investments, free reports and videos on a variety of financial topics.

You are welcome to call us at (303) 452-5986 (toll-free at 1.800.578.9896) or email us at to receive your free no-hassle, no-obligation financial consultation or second opinion with one of our certified financial planners, advisors or specialists. We look forward to helping you achieve your dream retirement.

Latest Blog Posts

  • IRA Guidelines for Beginners — You may know the differences between a traditional IRA and a Roth IRA, but do you know all the rules and nuances? It is important to understand these elements, because they are crucial to a systematic investment plan. For example, the name IRA stands for individual retirement account, and that is exactly what it is. […]
  • 40 and No Retirement Savings — Are you 40 and have nothing saved for retirement? If so, don’t fret. You’re not alone; many people are in the same boat. The good news is there are many ways to still have a wonderful retirement; however, your new retirement plan will take careful financial planning and commitment. The first piece of advice is […]
  • 3 Tips for Millennial Retirement Planning — If you’re a millennial, you probably know financial investment planning isn’t easy. Saving for retirement is a long and often hard road, especially in light of student loans. reports: “Back in 2012, college seniors graduated with an average debt of $29,400 per borrower. That number is almost $4,000 higher for the Class of 2014. […]


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