Limited service
Longevity Risk Audit
A limited-scope planning engagement for people with one or two pressing issues.
Best for
retirement income gap;
RMD/tax exposure;
care funding concern;
survivor income;
family-care burden;
beneficiary mismatch;
major decision approaching.
Output
A focused analysis and action framework.
Comprehensive service
Longevity Blueprint
A comprehensive planning engagement for people whose risks are connected across income, tax, care, family, and legacy.
Best for
retirement transition;
complex assets;
multiple planning gaps;
business owners;
executives;
family complexity;
estate and tax concerns;
caregiving risk;
need for a coordinated plan.
Output
A comprehensive planning roadmap.