Think Ahead. Don't Let
Day-To-Day
Operations Drive Out Planning

Financial

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

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.