Financial Planning and Long Term Care

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.

Discover:

Where are you today, what are your dreams and where do you want to be?

Review:

We pull together all of your assets.  This allows you to clearly see your financial picture.

Planning:

Every case is 100% customized to our client’s needs and desires.

Design:

We provide you with an income plan to demonstrate what your retirement currently looks like and what it could be with adequate planning.

Implementation:

We coordinate your plan with your team of advisors.  We make sure the plan is implemented to meet your objectives.

Tracking:

As a minimum, we review your plan with you annually to ensure that you are on track to achieve your goals.

HOW WE CAN HELP

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.

WHAT OUR CLIENTS ARE SAYING

We have had the privilege of assisting some incredible clients meet their retirement goals.  Our team has had the opportunity of developing plans that meet a wide range of different objectives.  Take a look at what some of our create clients are saying about their experience with us.

Tim Murray is a virtuous and committed professional, who assisted my family during an arduous time of need. Through Tim’s persistence and caring aid, he concisely coordinated and secured financial security.

– Devon P. Ward – VP Aon Risk Solutions 

Jim Gulick and his company Longevity Funding Solutions has helped my family with our planning for many years.  I always feel Jim puts me first.  I highly recommend him for all of your financial planning needs.  5 stars.

– George Hurst

Longevity Funding Solutions has helped my family totally understand our future retirement they have taken the risk out of our plan.  Jim and Tim have gone above and beyond with our planning and we highly recommend them. 

– Don Leonardo