Raymond James My Plan

Your Fiduciary

Your Fiduciary

Where Your Best Interest Are Served… Always

Navigating your retirement journey with a fiduciary financial planner should require the utmost care and concern.  At Longevity Wealth, you can expect total transparency and commitment to your best interests while we’re helping to chart the course for your future financial well being.

Prioritizing Your Best Interests

We pride ourselves in prioritizing your best interests, no matter what.  As a beneficiary of a fiduciary relationship, you give us discretionary authority over your assets.  Because you have this total trust in us, there is no other more important motivation for the decisions we make on your behalf.

Higher Standard of Care

We hold ourselves to a higher standard of care and responsibility when it comes to protecting and growing your wealth plan.  The law demands it and our business philosophy necessitates it. 

No Conflict of Interest

While some non-fiduciary financial planners focus on their own product offerings and prioritize their profits over your interests, we know very well our duty as your fiduciary.  We work on your behalf always and are dedicated to putting your needs above all else.  

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