Address
10 Street Name, City Name
Country, Zip Code
Get in touch
555-555-5555
mymail@mailservice.com
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Services
Protect your family and your business
Get the financial and risk planning services that you need today. No matter if you’re focused on growing your business or if you’re planning a major transition, Longevity Life Consulting will tailor the approach to you.
What to expect
Together, we’ll review the state of your business and personal wealth to better understand:
- What can hurt you, your business or your family?
- What are the associated impacts?
- What can be done to avoid or mitigate these impacts?
The services and recommendations you receive will be tailored to your current needs and future goals.
Start with what you need today
As your needs change, we’ll adapt your strategies and plans to match.
Business strategy and support
Many small businesses don’t have the luxury of a dedicated HR department or CFO. Leverage my experience to get customized group benefits, cashflow planning, continuation strategies and more.
Insurance analysis and planning
As your life and business evolve, so do the risks. Get a comprehensive audit of your assets and current coverage, and then consider the options to protect your wealth, your family and your business.
Life insurance and estate planning
Even though it can be a difficult conversation, estate planning will give you and your family peace of mind. We can discuss your goals for your wealth, and then review the optimal strategies and insurance options.
My services
Everyone I work with has a different mixture of financial and risk management services. Some of the common services that I provide include:
For you and your family
- Financial strategy
- Segregated funds planning
- Tax planning
- Retirement planning
- Financial and portfolio analysis
- Estate planning
- Insurance analysis and planning
- Life and disability insurance
For your business
- Employee group benefits
- Continuation planning
- Cash flow strategy
- Tax strategy
- Insurance analysis and planning
Business Hours
- Mon - Fri
- -
- Sat - Sun
- Closed