From The Desk Of Kelli…

Good morning! My Business Partner Chantal, AKA “Rock Star”, sent me a message last week about a wonderful opportunity to volunteer, from the safety of your home.  This opportunity caused me to take a pause, letting my mind wander about the gratitude I have for those in all sorts of Long-Term Care facilities. My appreciation […]

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From the Desk of Kelli….

Arrange Flowers with Me! Hi there! A hobby of mine is gardening and flowers. It is rare to not see fresh flowers in my home and even more rare that I show up at a home without a vase filled with flowers. This hobby has always been a fun one for me and I was […]

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Raymond James Washington Policy Changes

Good afternoon, and I hope my note finds you well. I have attached our Raymond James “Washington Policy” newsletter which provides an insightful overview of all activities happening in our nation’s capital. This weekly update is helpful to understanding economic and legislative policy changes that are in motion, as well as updates regarding Covid, healthcare, […]

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Financial Planning: 8,000 Days of Retirement

To Join Us for a Retirement WebinarWednesday, September 16, 2020 @ 2:00 pm We invite you to join this Webinar. It is full of good content designed to help us rethink retirement in stages…instead of an event. Instructions on how to attend listed on the invite. – Longevity Wealth RSVP: (425) 688-1900

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Polls vs Stocks: Which Is The Stronger Election Predictor?

Hello:  I have been communicating regularly with you. One of the biggest questions and concerns I continue to hear is… “What will happen to my investments should either party win, and how could this effect my future plans?” Raymond James has some brilliant minds working behind the scenes to keep us, and you educated. I […]

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WELCOME OUR NEW INTERN!

Longevity Wealth is excited to have an intern join us. Katelyn Smith is a business student living in the Snoqualmie Valley. She will be assisting us with a variety of projects as we continue to grow and expand our offerings to our clients. We are thankful for her input and time!

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Longevity Wealth's Online Webinar - Financial Planning: 8000 Days of Retirement.

Financial Planning: 8,000 Days of Retirement

To Join Us for a Retirement WebinarTuesday, May 19, 2020 @ 10:30 am We invite you to join this Webinar. It is full of good content designed to help us rethink retirement in stages…instead of an event. Instructions on how to attend listed on the invite. – Longevity Wealth RSVP: (425) 688-1900

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