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:
- What do you visualize yourself doing on your journey through your golden years?
- How are you going to position your life savings to provide funding for your vision?
- How can we position those assets in a way that provides you confidence and peace of mind?
- What are you going to do when and if the unexpected happens?
- 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.
Schedule Your Appointment with
Bradley J. Rosen
Phone (305) 335-4987
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