Landscaping…. A Work In Progress

Our office is getting a face-lift! Now that we have all of you, our clients settled, we have begun internal discussions of how to best serve you, make our office a welcoming place to meet, and updates to the outdoor and parking areas.  (see progress pictures). As many of you know and have experienced through […]

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Kelli Young celebrating Longevity Wealth's opening day

Longevity Wealth Opening Day

APRIL 20, 2020 Planning comes in all shapes and sizes.  I believe that a good plan coupled with belief in yourself creates a high rate of success. Longevity Wealth was formed over years of planning and wanting the best for my clients.  Many asked me why I would undertake such a big move in opening […]

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

You’re Invited!

To Join Us for a Retirement WebinarTuesday, May 19th @ 10:30 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

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Golden State Press Release

We at Longevity Wealth are so glad to be part of Golden States’ wonderful family of companies! Download the press release here: Golden State Adds Another in the Evergreen State: Welcome Kelli Young of Longevity Wealth in North Bend, WA

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