Townsend Financial Life Management

(on heritage drive)
Financial and Investment Services in Jupiter, FL
Financial and Investment Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

601 Heritage Drive
Jupiter, FL
33458

About

Townsend Financial Life Management's goal is to give our clients financial peace of mind. When you have a financial plan and an advisor helping to guide you, it is easier to make good financial decisions and stay on track to meet your goals in life.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Photos

Townsend Financial Life Management Photo Townsend Financial Life Management Photo Townsend Financial Life Management Photo

Services

  • Financial Planning
  • Retirement Planning
  • Budgeting
  • Life Events
  • Social Security & Medicare
  • Professional Collaboration

Latest

Check out this video on taxes. #IncomeTax TOWNSENDFINLIFE.COM The Facts About Income Tax
#Lenders are nervous, but it may still be possible to #refinance if your #CreditScore’s not in the top tier. Here are some of the tactics you can use to get approved. THESTREET.COM How to Improve Your Chances of a Refinance, Even if Your Credit Isn’t Great
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement TOWNSENDFINLIFE.COM Social Security: The Elephant in the Room
Children with special needs may need ongoing help after theirparents are gone. TOWNSENDFINLIFE.COM 4 Steps to Protecting a Child with Disabilities
M0 is the total of all physical currency worldwide. What’s it look like? TOWNSENDFINLIFE.COM How Big is Money?
When it comes to investing, you may be your own worst enemy. TOWNSENDFINLIFE.COM Don’t Be Your Own Worst Enemy
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor TOWNSENDFINLIFE.COM Tax Deductions You Won't Believe
For investors, 2020 has been quite the ride. We have just emerged from the two most devastating quarters since the #FinancialCrash of #2008, interrupting what was a strengthening #USEconomy characterised by increasing employment and robust earnings. As we move into Q4, there are three things we think are going to define the outlook from here... ARABIANBUSINESS.COM Bullish on the US economy despite Covid and Trump
A #homewarranty may make sense, but you need to set proper expectations. TOWNSENDFINLIFE.COM Making Sense Of A Home Warranty
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease TOWNSENDFINLIFE.COM Avoiding Cognitive Decline
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases. TOWNSENDFINLIFE.COM Monthly Market Insights | October 2020
As complex as the details of taxes can be, the income tax process is fairly straightforward. TOWNSENDFINLIFE.COM How Income Taxes Work
In the world of finance, the effects of the "confidence gap" can be especially apparent. TOWNSENDFINLIFE.COM Bridging the Confidence Gap
If you’re 55 or over, your #retirement may be more uncertain than ever before. Despite that more people than ever are retiring early in the face of an ongoing #pandemic, an uncertain #economy, and record low-interest rates. FORBES.COM The Most Dangerous Age For Retirement
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in. TOWNSENDFINLIFE.COM What Is a 1035 Exchange?
We all want to know, “What’s next for the financial markets?” But no one knows for sure. TOWNSENDFINLIFE.COM Where Is the Market Headed?
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee TOWNSENDFINLIFE.COM The Economic Journey of Your Morning Coffee
If you died, what would happen to your email archives, social profiles, and online accounts? TOWNSENDFINLIFE.COM Safeguard Your Digital Estate
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill. TOWNSENDFINLIFE.COM Monthly Market Insights | January 2021
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate. TOWNSENDFINLIFE.COM Estate Management 101
Everyone envisions something a little different for their #retirement. One thing we all probably have in common, though, is the desire for #FinancialSecurity after spending decades in the workforce. But how do you know if you’ll have enough to #retire? THEBALANCE.COM Can You Get By on the Average Retirement Income?
An ILIT could play a role in your estate strategy. TOWNSENDFINLIFE.COM A Primer on Irrevocable Life Insurance Trusts
Despite all that is going on in the world, #LPLFinancial chief market strategist #RyanDetrick said the strong year-end rally in 2020 could have “#bulls smiling” in 2021. MARKETWATCH.COM What history tells us happens to the S&P 500 after a strong year-end rally, strategist says
Ever heard of a Roth 401(k)? Would one be right for you? TOWNSENDFINLIFE.COM What Is a Roth 401(k)?
#LaborMarketData, released on Friday, February 5th, validated both pent up demand and the need for additional #stimulus. FORBES.COM The Economy: Damaged Labor Markets; An Inflation Head Fake
Wall Street has a lot of cliches. How many do you know? #WallStreet TOWNSENDFINLIFE.COM 16 Wall Street Cliches in 60 Seconds
How much do you know about stocks? TOWNSENDFINLIFE.COM How Stocks Work
In a recent update from the #SmallBusinessAdministration on the second round of #PaycheckProtectionProgram or #PPPLoans to small businesses, adoption has been rather slow. In fact, only about a quarter of the allotted funding has been requested. What’s different this time around? MARKETPLACE.ORG Businesses aren’t flocking to this round of PPP loans
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions. TOWNSENDFINLIFE.COM Monthly Market Insights | February 2021
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why. TOWNSENDFINLIFE.COM Tax Rules When Selling Your Home

Information

Company name
Townsend Financial Life Management
Category
Financial and Investment Services

FAQs

  • What is the phone number for Townsend Financial Life Management in Jupiter FL?
    You can reach them at: 561-578-4669. It’s best to call Townsend Financial Life Management during business hours.
  • What is the address for Townsend Financial Life Management on heritage drive in Jupiter?
    Townsend Financial Life Management is located at this address: 601 Heritage Drive Jupiter, FL 33458.
  • What are Townsend Financial Life Management(Jupiter, FL) store hours?
    Townsend Financial Life Management store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.