Townsend values our strong relationships with other business professionals. When a client has a question, we pride ourselves on having the correct answer or by being able to refer the client to the right business expert. We have built strong relationships with the following individuals who can share their knowledge and answer any questions that you may have within their area of expertise*.
Premier Trust administers trusts only and does not manage investments or provide legal advice. Clients maintain continuity in their investment plans and retain the relationships they have with their financial advisor, attorney, and CPA. Premier Trust is located in Nevada, allowing clients nationwide to benefit from the top trust laws in the country. Their goal is to build long-lasting personal relationships with clients and to assist in providing for their heirs per their wishes. premiertrust.com
Townsend has contracted with Liz Tredennick of “LizKnowsMedicare.com” to provide counseling to Townsend clients on the topics of Medicare and Medicaid. Liz takes pride in taking the complex topic of Medicare and making it simple for beneficiaries to understand how to make the most of their Medicare coverage. She has spoken to hundreds of community organizations and worked with thousands of people to understand Medicare. She has been providing Medicare education, counseling and group presentations to people for the past eight years. She was director of the Colorado SHIP (State Health Insurance Assistance Program) with the Colorado Division of Insurance, a program providing local counseling and assistance to Medicare beneficiaries throughout Colorado. She also worked with Centura Health providing Medicare and Medicaid information and assistance to clients.
Schafer Thomas Maez PC
Schafer Thomas Maez PC was established in 1989 to provide legal counsel to individuals and businesses in the areas of estate and transaction planning. They remain true to their vision, offering comprehensive planning services tailored to client’s needs, from the most fundamental wills, trusts, estates, and business organizations to sophisticated tax planning, estate planning, wealth preservation, executive compensation, and business succession strategies. These strategies might include specialized trusts, family partnerships, private company transactions, mergers and acquisitions, deferred compensation, and charitable planning.
Randy L. Kite, CPA
Randy L. Kite has been a practicing Certified Public Accountant in Denver since 1977. He was associated with several regional and national accounting firms before joining Ian D. Gardenswartz & Associates, P.C. in 1986. Randy has provided audit, accounting and tax services to a variety of clients in numerous industries. He is actively involved with business and tax planning for his clients, including the purchase and sale of many of their businesses. Randy received a BS in accounting from the University of Colorado at Boulder, and is licensed as a Certified Public Accountant by the state of Colorado. Randy is a member of the AICPA and the CSCPA. Randy is also a member of the National Association of Certified Valuation Analysts.
Aaron R. Eisenach, CLTC
Aaron R. Eisenach is Vice President, Western Region, of Individual Commercial Brokerage, Inc., a managing general agency supporting agents across the United States. A 17-year veteran of the long-term care insurance industry, Mr. Eisenach spent the first 10 years of his career selling LTC insurance to individuals, businesses and associations. While concentrating on personal production, he ranked in the top seven LTC insurance agents nationwide three years straight with one of the nation’s best-selling insurance carriers. Since 2006, Aaron has assisted thousands of agents with product training, licensing and appointments with top companies. In his home state of Colorado, he teaches the state-mandated 16-hour LTC continuing education requirement and 5-hour refresher course to licensed producers. He serves as president of the LTC Forum of Colorado, Inc. and is a member of the National Association of Insurance and Financial Advisors, the National Association of Health Underwriters, and the American Association for Long Term Care Insurance. He was recently elected as Vice Chairperson of the Producers Advisory Council of the Colorado Division of Insurance.
Please Note: The client is under no obligation to engage the services of any such recommended professional. Please Also Note: At all times, the engaged licensed professional[s] (i.e. attorney, accountant, etc.), and not Townsend, shall be responsible for the quality and competency of the services provided.