Schedule a Conversation
Call, text, or send a request. Meetings at our DeBary office, by phone, or by video.
Contact Information
| Business | Longevity Financial LLC |
|---|---|
| Phone | 850-766-6734 |
| Email address coming soon. Please call for now. | |
| Office | 301 N Pine Meadow Dr DeBary, FL 32713 DeBary Executive Center |
| Meetings | By appointment: in office, phone, or video |
Common Questions
Is the first conversation really free?
Yes. The first conversation has no cost and no obligation. It is a chance to talk through your goals and questions and see whether working together makes sense.
Will I be pressured to buy something?
No. Planning comes first. Many people simply leave with a clearer picture of their retirement income. If an option might fit, we explain it side by side with its costs and limitations, and you decide at your own pace.
Who backs the guarantees on lifetime income options?
Guarantees on annuities and lifetime income riders are backed by the financial strength and claims paying ability of the issuing company. They are not backed by the FDIC or any government agency, which is why we look at the strength of each company we compare.
Can we meet by video or phone?
Yes. You can meet at our DeBary office, by phone, or by video. Video works well for couples in different places or anyone who prefers to meet from home.
What areas do you serve?
We meet in person with families across Central Florida, including DeBary, Deltona, Orange City, DeLand, Sanford, Lake Mary, and Orlando, and by phone or video anywhere in Florida.
Do I need a pension to work with you?
No. We help people with all kinds of retirement income: Social Security, workplace savings, personal savings, and pensions from any employer.
What should I bring?
A rough monthly budget, your Social Security statement from ssa.gov, any pension estimate, and recent savings statements. See How It Works for the full list.
Areas we serve
Meetings at our DeBary office for Central Florida, and by phone or video anywhere in Florida.
301 N Pine Meadow Dr
DeBary, FL 32713
DeBary Executive Center
850-766-6734
Mon–Fri 9–5 · Evenings by appointment