Heather Townsend
Townsend Financial
scottsdale, AZ
- CFP®
- CPA
- RLP®
- CSLP®
Contact Heather
Heather can help you with
-
Investment Analysis
-
Retirement Planning
-
Employee Benefits
-
Tax Optimization
-
Insurance Planning
-
College Planning
Expertise
- Investment Analysis and Planning
- Portfolio Management
- Retirement Planning
- Benefits and Compensation Planning for Employees
- Equity Stock and Options Planning for Employees
- Tax Optimization
- Insurance and Risk Management
- Estate and Legacy Planning
- Cash Flow Analysis
- Debt Management
- Student Loan Repayment
- Saving and Investing for College
- Life Event Planning
- Real Estate Planning
- Business Finance Planning
About
A love of numbers has been with me since I was a teenager. In high school, my dad actually found an envelope of cash hidden in my room and uncovered that I wasn't spending my allowance (sorry, dad). I was saving it! Along with the money, he found a note where I had calculated exactly how much I needed to save for my dream car, a BMW (admittedly, I still have a thing for cars!)
As I began my career helping companies become wealthier, I noticed that a lot of my friends were coming to me for financial advice. I would get so consumed with helping them accomplish their financial goals and I saw the difference it made in their lives that that's when I knew my new life’s mission. And from there, I launched Townsend Financial to help people like you.
I live in sunny Scottsdale, Arizona but I work with clients outside of Arizona - it’s easy using basic technology to stay connected. And you can log in to your account any time, right here from my website. I'm on a mission to empower entrepreneurs and professionals to achieve a life of financial freedom - I want you to live a fulfilled “best life”. I want you to live your ideal life. If you want to connect to see if we are the right fit for each other, let’s get started.