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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.

  • Retirement Planning

  • Estate Planning Review

  • Insurance Review & Analysis

  • Budgeting & Cash Management

  • Investment Review

  • Gifting Review

  • Tax Management Review & Analysis

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 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.

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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. 

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Mario R. Hernandez, CFP

Mario@longevitywealthmanagement.com

(925) 818-2389

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Mario Hernandez is a registered representative of, and securities are offered through USA Financial Securities Corp., Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Mario Hernandez is an investment advisor representative of Longevity Wealth Management, a registered investment advisor. Longevity Wealth Management is not affiliated with USA Financial Securities Corp. CA insurance license #0188273

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Longevity Wealth Management and USA Financial Securities Corp. are separate entities. Longevity Wealth Management (Longevity) is a State of California registered investment adviser with its principal place of business in the State of California. Longevity and its representatives are in compliance with the current registration and notice filing requirements imposed upon State of California registered investment advisers by those states in which Longevity maintains clients. Longevity may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Longevity’s website is limited to the dissemination of general information regarding its financial planning services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Longevity’s website on the Internet should not be construed by any consumer and/or prospective client as Longevity’s solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Longevity. Any subsequent, direct communication by Longevity with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Longevity, please contact the United States Securities and Exchange Commission on their website at www.adviserinfo.sec.gov. A copy of Longevity’s current written disclosure statement discussing our business operations, services, and fees is available from our firm upon written request. Longevity does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Longevity’s website or incorporated herein, and takes no responsibility, therefore. All such information is provided for convenience purposes only, and all users thereof should be guided accordingly.

 

ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD-PARTY WEBSITE LINKED TO THIS WEBSITE.

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