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Products & Services

A financial plan must be implemented to have a chance to work. At Longevity Capital Management LLC, we will help you to take the actionable steps required to get on track to work toward meeting your goals.  We will review various products and services to provide recommendations that are reasonable, sensible and will offer the best potential to help you enjoy financial wellness. 

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Coverdell Education Savings Account
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Education Planning
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance