Retirement Planning in Denver

Retirement Planning in Denver

A Retirement Plan Starts with a Clear Vision

A secure retirement may not be your only financial planning goal, but it’s probably the most important goal when planning. We know what it takes to get there and just as important stay there. We can help you explore all your options and help you set the course for a successful retirement by answering questions such as:

  • When will you retire?
  • What kind of lifestyle do you want to achieve?
  • Are your goals realistic based on your resources?

We will help you consider all of your retirement resources from your 401(k) plans, IRAs, real estate, savings, to your direct income sources such as pensions and Social Security. From here we will design a comprehensive retirement plan to help you pursue your dream retirement.

When was your last financial exam?

Have you ever had a physical? Why? Most likely it was a preventative measure and to see what kind of shape you were in. When was the last time you checked to see what shape your finances were in?

At Townsend, we can provide you with a customized, comprehensive analysis of your retirement outlook. It is completely objective, clear and easy to understand. It is based on your assets, your savings plan, your current investment objectives and analyzed in terms of your retirement goals and most importantly in terms that you can understand.

We will create a year-by-year model showing how your savings will look during retirement. You will:

  • see exactly how your Social Security, pensions and investment earnings can be utilized each year.
  • see how much you will need each year to compensate for inflation and pay your taxes.
  • be able to see how long you can expect your funds to last. (Note that the models are based on hypothetical rates of return. Because projected rates are subject to external economic changes, models may fall short or exceed stated objectives.)

We will then offer recommendations that may dramatically improve your retirement outlook.

All this will be presented to you during a personal financial planning consultation. You will walk away with a detailed report illustrating your retirement outlook. All you need to do is provide us with the information necessary to run these essential calculations for you. Please call us today at 303.452.5986 or toll-free at 1.800.578.9896 or fill out our brief Inquiry Form below to schedule your free, no-hassle consultation. Rest assured, any and all information you provide us will be kept completely confidential.

We believe so strongly that everyone should have this exam done, we are making it available to you for $265.00. The important thing is this: Do It Now! You will be amazed how much better you’ll feel just knowing where you stand today financially.

We look forward to helping you pursue your dream retirement!

Advisory services are offered through Townsend & Associates Inc., dba Townsend. Financial Advisors of Townsend are registered representatives of and offer securities through Securities America, Inc., Member FINRA/SIPC. Townsend and Securities America, Inc. are not affiliated. Privacy Statement | © 2017 Townsend

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