Longevity Funding Solutions works with you as your financial guide to conquer the financial challenge of retirement. Let us show you how we can help. We provide you with an income plan to demonstrate what your retirement currently looks like and what it could be with adequate planning. As a minimum, we review your plan with you annually to ensure that you are on track to achieve your goals.
Our team has a massive amount of experience developing and implementing plans for our clients. Over the years, our team has helped our clients achieve their dreams with respect to their ideal retirement. We take a different approach to your case depending on your objectives and how close you are to retirement.
Our team has a massive amount of experience developing and implementing plans for our clients. Over the years, our team has helped our clients achieve their dreams with respect to their ideal retirement. We take a different approach to your case depending on your objectives and how close you are to retirement.
Services
For over sixty years, Tim Murray and Jim Gulick, our founders, have shared with clients and acted as an advocate by educating clients on their finances. Retirement planning as a whole can be overwhelming. Understanding where to start can be daunting and having trust and faith in your advisor is more important now than ever.
At Longevity Funding Solutions, we have a 100% customized and tailored process for each and every one of our clients. Everyone's needs and wants are completely different, therefore every plan should reflect that. We have broken our services down into three categories based on how close to retirement each group is.
As a group when we plan with this group there are key objectives. They want to do better with money than their parents and their peers. They stress they want to avoid making the same mistakes and they want to ensure their financial future is secure. SAVE, SAVE, SAVE, you must put aside 10%-20% of your income to provide adequate savings for future needs of college education for their children and adequate savings for Retirement.
Retirement planning for a Baby Boomer looks much different than a retirement plan for a Millennial. As Baby Boomers are closer to retirement, the plan requires a combination of guaranteed assets and assets geared towards growth. Every one of our clients have different goals and different target retirement ages.
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