Longevity Financial offers personalized and comprehensive financial planning services  to help you meet your financial goals and needs. Throughout our process, we can help develop customized financial strategies that can turn your goals into reality.

• We identify the values and beliefs most important to you and your family.

• We establish a clear set of short & long-term financial goals based on your values & beliefs.

• Together, with your tax, legal and other professional advisors, we compare financial alternatives and develop recommendations that work towards achieving your financial goals.

A well rounded financial plan examines your total financial picture: your current financial position, risk management, investment planning, retirement planning, tax planning, and estate planning. Your most valuable asset is time. The sooner you begin to plan for your financial future, the better your chances are of achieving your goals and enjoying your life.

Some of our Financial Services include the following, but not limited to:

• Retirement Income Planning

• Social Security Planning

• Lifetime Guaranteed Income Planning

• Life, Disability, and Long-Term Care Insurance Planning

• Tax-Efficient Retirement Planning

• Estate Planning

• Annuities: Immediate Annuities, Fixed Indexed Annuities

• Indexing Strategies

Additionally, we have developed close relationships with CPAs, attorneys, and other industry professionals to provide you with well vetted and knowledgeable services in the following areas:

• Tax Advisory

• Wills, Trusts, Estates, Elder Care   

• Banking 

• Real Estate