Our Process

Longevity Financial understands that everybody’s circumstances are different. That’s why we don’t have a cookie-cutter approach for our clients. We take the time to get to know you, fully understand your particular situation, and provide access to a wide variety of products and services targeted specifically to your unique needs and goals that will give you peace-of-mind that you have a healthy retirement income plan.

There are three key risks that we prioritize when considering the longevity of your finances:

With these risk factors in mind we focus on what your specific needs are and what goals and priorities you have. We complete a comprehensive risk questionnaire, which is essential to understanding your investment mind-set. 

What To Expect 

When you first meet with Longevity Financial you can expect the following process: 

Complete Our Confidential Questionnaire

Longevity Financial wants to get a clear picture of your current financial position. Whether you are just starting your planning or you’ve worked with someone else in the past, we take the time to understand your unique circumstances.

Assess Your Goals

During our initial review, we will ask you about your financial goals and what kind of retirement you desire.  Do you want to travel? Spoil your grandkids? Our primary objective of this stage is to make sure we understand your needs and desires to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client.

Design Your Personalized Plan & Educate You 

As an independent advisor, Longevity Financial carefully reviews the current and best products on the market from all the top companies. We will take your goals and needs into consideration before recommending the best course of action to suit your needs. We take the time to present them to you in a way that is easy to understand – you don’t have to be a financial expert to make these important decisions. We are here to guide you through the process and make sure you are comfortable and secure with your plan.

Implement Your Plan

As we process your applications, we will keep you informed throughout the entire process. We are here to help answer any questions that may arise during the application phase. 

Network of Industry Leading Professionals

Over two decades we have cultivated strategic relationships with other professionals in industries our clients need such as accounting, estate planning, banking, elder care law, business contracting law, real estate, non-financial based insurance (property casualty, health insurance, etc…) and many more. We can be your one-stop source to industry leading professionals around the country.

Review and Monitor Your Plan

We monitor our client’s accounts on a regular basis to help ensure they are still performing in a way that meets your intentions. Communication with you is a top priority. We strongly encourage our clients to set up annual reviews of their accounts to make sure everything is on the right track, especially if one has had any significant life changes.

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