At Longevity Financial our goal is to prepare you for a long and fulfilling life. We help clarify a vision of the life you want and create a financial plan to achieve this.
How are we different?
Our approach is unique and tailored to the financial challenges that individuals are facing today: longer life expectancies, a changing global economy, and new employment realities. As actuaries, we understand the implications of this new paradigm and know that traditional solutions can fall short. We work with you to find solutions that address these new challenges.
Our services include:
- Holistic financial planning
- Life insurance
- Retirement planning strategies to create “income for life”
- Wills and estate planning through a network of lawyers