Longevity Financial has been implementing retirement income planning services for our clients for over two decades.  We take the time to get to know each of our clients. When it comes to retirement, we seek to answer the following five questions:

  1. What do you visualize yourself doing on your journey through your golden years?
  2. How are you going to position your life savings to provide funding for your vision?
  3. How can we position those assets in a way that provides you confidence and peace of mind?
  4. What are you going to do when and if the unexpected happens?
  5. What will happen to your assets when it’s time for you to pass on?

As an independent advisor, Longevity Financial’s President, Bradley J. Rosen, has access to nearly every product and company on the market. He can carefully review your goals and find the best combination of investment and insurance products to suit your needs. 

We strongly believe that it is important to stay well-informed on world financial events, market commentary and encourage our clients to read our BLOG  and watch Bradley’s Videos to get an idea of your risks and how we plan on reducing or eliminating those risks from your retirement plan. 

Knowledge is Power! We arm you with the necessary information you need to make well informed decisions for your financial future.

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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.

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