Longevity Planning

People are living longer; ensuring a consistent quality of life comes with challenges. To live well in retirement, many factors need to be taken into consideration before you or your loved ones need them. Longevity planning can make the difference between retired life and retired living.

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The number of days you should be prepared for in retirement.


The age when you'll be eligible for Medicare.


The average amount of retirement savings Americans spend on housing, transportation and health care.1

Plan for a Long, Happy Life – On Your Terms

As we get older, our lives and our circumstances continue to change — sometimes rapidly. What doesn't change is our desire to be independent, maintain fulfilling social connections, and do the things that we love. But to make those things possible, we need a holistic plan that accounts for more than just our finances.

When we think about retirement, we often imagine traveling the world, spending time with friends and family, or picking up new hobbies. But we often overlook the things that have a huge impact on our retirement years such as insurance, health care and transportation. We’ll help you account for the little things, the big picture and everything in between so you can enjoy the retirement you’ve always imagined.

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A large portion of your retirement spending will go toward housing. We'll help you make a plan to live comfortably and affordably.

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Health care

As we age, our healthcare costs increase. Let us help you prepare for the potential out-of-pocket costs until you're able to enroll in Medicare.

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Mobility plays a big role in your health and happiness in retirement, but it can also take a big chunk of your money. We can help you get where you want to go.


Consumer Expenditure Survey (average annual expenditures for individuals 65+), U.S. Bureau of Labor Statistics, August 2016