Our Services
Longevity Wealth Management is a full-service financial planning firm. We provide holistic planning services that focus on helping clients define their goals, and provide solutions to meet those goals. In addition, we coordinate with the client’s other advisors (estate planning attorney, tax preparer, etc.), and act as the primary contact. We utilize a multi-step wealth management planning process. Click here for our process. Our solutions incorporate all aspects of a client’s financial life – from deciding how much life insurance to purchase to helping to determine how to minimize taxes during retirement. In all cases, our main focus is on helping clients live their best life.
Financial Planning
We provide comprehensive financial planning services in the following areas.
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Retirement Planning
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Estate Planning Review
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Insurance Review & Analysis
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Budgeting & Cash Management
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Investment Review
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Gifting Review
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Tax Management Review & Analysis
Investment Management
Our investment management is outsourced to an elite set of managers who customize your portfolio based on your specific goals, and time horizon.
Insurance & Annuity Services
We assess current life insurance policies and annuities and provide, as needed,
recommendations and proposals for insurance solutions that can provide better benefits or lower cost or both.
Second-Opinion Service
We provide a complementary service to our client’s friends and families, to evaluate their existing investment portfolio managed by another financial advisor. We provide our unbiased opinion on whether another financial advisor is doing a good job, or if our services could further excel their financial planning.