a fiduciary is a person or organization that owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other’s best interests.
Our mission is to help our clients develop retirement income plans that focus on creating longevity in their finances. We devise a strategy on how to accumulate assets and eventually distribute those assets in the most tax-efficient way while making sure you have a guaranteed lifetime “retirement paycheck” to fund your retirement. Our number one goal is to make sure our clients never outlive their assets.
Your retirement income should protect your lifestyle, have the potential to grow, and last the rest of your life.
ABOUT LONGEVITY FINANCIAL:
Longevity Financial has a deep understanding of how to accumulate, preserve, and distribute assets that will continue to support your lifestyle. By utilizing important industry resources, we can calculate, assess, and estimate future expenses based on your health, longevity, , lifestyle and retirement or legacy goals while accounting for future inflation on your money. As an independent firm, we have the unique ability to match you with the best investments suited for your specific needs. We have no “hidden agenda” or drive to sell a particular product and we adhere to the strictest codes of ethics by acting as a true fiduciary.
Additionally, Longevity Financial understands the importance of staying up-to-date in today’s marketplace. We carefully and frequently review and rank investment strategies, investment products, and the companies we represent to make sure we have the latest tools to help our clients. Longevity Financial believes that knowledge is power! We strive to educate all our clients so they may make well informed decisions regarding their financial future. Bradley J. Rosen, president and owner of Longevity Financial, has been conducting free workshops, conferences, and webinars to help his community and clients stay well informed about a wide array of financial, retirement, and investment topics.
We know it is important to find a trusted and experienced advisor to consult and guide you through the important decisions regarding your finances, and we strive to be a firm you can trust.
Longevity Financial can help you build a retirement income strategy that can protect against the major risks we all face when planning for retirement, such as market volatility risk, sequence of returns risk, longevity risk, future healthcare cost risk, and inflationary risk. Longevity Financial provides certainty in uncertain times!
Through an ongoing relationship with you, Longevity Financial can help keep you focused on your goals and help you secure your financial future today!
Email Address: email@example.com
Phone: (305) 335-4987
Learn More About Bradley J. Rosen Below!
Phone (305) 335-4987
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