About Longevity Financial
A Florida company built around one goal: helping people retire with income that lasts a lifetime.
Our Story
Longevity Financial LLC was founded in Florida in 2018. The name says what we care about most: planning for a long life, and making sure retirement income keeps up with it.
We work with pre retirees and retirees from all walks of life. Most retirements are built on some combination of a pension, Social Security, and personal savings, and each piece comes with important choices that are hard to undo. We help people slow down, understand those choices, and plan with confidence.
Our Approach
Longevity Financial focuses on retirement income education and lifetime income solutions such as annuities with lifetime income riders and life protection policies.
Our approach is simple: listen first, put your numbers on paper, explain your options in plain language, and let you decide at your own pace.
What you can expect
- Plain language explanations, no jargon
- A written summary of your retirement income picture
- Options explained side by side, including costs and limitations
- No pressure to make a decision
- Meetings at our DeBary office or by phone or video
Let’s talk about your retirement income.
No pressure and no cost for the first conversation. Bring your questions.