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Our Mission: Your Financial Confidence
Imagine you're about to board a plane heading to the vacation of your dreams. As the gate opens, the pilot announces they have no flight plan, and as a result, there's only a 50% chance of making it to your destination—do you still get on the plane? Would it surprise you to know that 50% of Baby Boomers and pre-retirees are the same about their retirement—and take the risk anyway? 1
Bradley Rosen founded Longevity Financial because he believes this level of risk is simply unacceptable. No one should ever outlive their retirement savings, but to make sure you have what you need to get you to where you're going, you need a strong flight plan to get you there. After decades in the financial industry, Bradley created his “Design for Life Retirement Plan” to help guide his clients to and through their retirement with longevity, prosperity, and confidence.
Design for Life Retirement Plans
No matter if you’re retired, preparing to retire, or have years to go, we’ll craft a customized plan that addresses your specific goals, risks, and dreams.
Ongoing Education
Financial literacy is the key to lasting financial peace. We aim to educate and inform our clients so they feel just as confident in their custom retirement plans as we do.
The Longevity Approach
As an independent financial advisory firm, we uphold the highest standards of fiduciary care, meaning we place our clients’ well-being as the first and only priority.
Testimonials
The above statements are provided from clients of the advisor. There has been no compensation paid of any type or kind in exchange for the statements. No material conflicts of interest exist arising from the relationship between the advisor and the clients. The statements provided may not be indicative of all client experiences. There can be no performance guarantees or guarantees of success.
Resources
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Investment Portfolios Facing Volatile Markets
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2024 Tax Planning Steps
4 Ways Annuities