What Is Longevity Planning?

Most planning stops at retirement. We help you plan for what happens next—and next—and next

It used to be simple.

You worked. You retired. You hoped your money would last.

But that was for a different era—when life expectancy was 67, not 87. When retirement was a 10-year sprint, not a 30-year marathon. When legacy was what happened after you were gone.

Today?

You’re not planning for retirement. You’re planning for life. A longer, more dynamic, more unpredictable life.

Welcome to Longevity Planning.

Retirement planning asks, How do we get you to the finish line?


Longevity planning asks, What if there isn’t one?

This is planning that understands:

  • You may switch careers at 60.

  • You might start a company at 70.

  • You could become a caregiver at 75.

  • And you’ll probably live longer than your parents ever imagined.

Longevity Planning doesn’t just focus on your net worth—it’s focused on your next chapter. And the chapter after that.

Wealth Alone Isn’t Enough

Because you’re not just managing investments.
You’re managing meaning. Time. Energy. Purpose.

Longevity planning asks:

  • What if your money needs to outlast you by decades?

  • What if you want to see your legacy in action?

  • What if freedom isn’t about retiring—but having the option to rewire?

The old model is outdated. The new model is yours to design.

A New Way to Plan

Here’s what Longevity Planning includes at Longevity Wealth Strategies:

The Wealthspan Review – Where we rethink your entire financial arc, not just “retirement.”
Risk & Resilience Mapping – Not just market risk. Life risk. Longevity risk. Legacy risk.
Discovery Before Strategy – We ask better questions so you get a better plan.
Living Legacy Planning – So your impact starts now, not someday.
Concierge-Level Resources – Because aging well requires a team, not just a spreadsheet.

The Point is to live richly. With freedom. With purpose. With intention.

That means planning not just for money—but for energy, for caregiving, for healthcare, for what you want to give, build, or become in your second, third, (or fourth) act.

Longevity planning isn’t for everyone. It’s for people who want to live well—and plan better.

Ready to Plan a Life, Not Just a Retirement?

Start your Wealthspan Review
Let’s talk about what comes next. And next. And next.