From planning to action
Implementation may involve several kinds of work:
coordinating with your CPA or attorney;
reviewing account ownership and beneficiary forms;
implementing advisory, brokerage, or insurance strategies where appropriate;
preparing family or support-system conversations;
organizing documents and decision-makers;
updating the plan as tax laws, markets, health, family circumstances, and goals change.
You remain in control of the decisions. The role of Longevity Strategies is to help clarify priorities, coordinate the process, and support review over time.
Ongoing review*
The only constant in life is change. That is the way we plan at Longevity Strategies LLC.
Investment and plan reviews must occur on at least an annual basis. Many clients prefer a quarterly schedule and we are always available to answer questions as circumstances and markets change.
There is no charge for periodic reviews, no matter how frequent or detailed. Major revisions of Longevity Blueprint plans may call for a paid engagement, at a reduced rate to be agreed in advance.
*Clients who desire ongoing financial planning and sign an agreement for our services, will not be charged the Advisor portion of an AUM Fee on any money we manage through our Investment Advisory Services. Note other fees such as Eagle’s fee, money manager fees, and custodial fees will still be charged. See Eagle’s Form ADV and the agreements you sign for more details. Both Financial Planning and Advisory Services are offered through Eagle Strategies LLC, a Registered Investment Adviser.