Mon–Fri 9–5 · Evenings by appointment Phone · Video · In personCall 850-766-6734
LongevityFINANCIAL

How It Works

A simple, step by step process. You stay in control of every decision.

  1. Introductory Conversation

    A relaxed, no cost conversation by phone, video, or at our DeBary office. We learn about your goals, your retirement date, and your biggest questions.

  2. Gather Your Information

    Using our New Client Intake Form, we organize your pension details, Social Security estimates, monthly expenses, savings, and existing coverage.

  3. Your Retirement Income Plan

    We meet to review a written plan built on the 3-legged retirement plan: your desired monthly income, where it will come from, and any gap. We explain options in plain language, including costs and limitations.

  4. Put It in Place

    If you decide a product solution fits, we help with the application and paperwork. If not, you still leave with a clear picture of your retirement income.

  5. Review Over Time

    Life changes. We check in with periodic reviews, especially around retirement dates, Social Security claiming, and Medicare enrollment.

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What to Bring

  • Any pension benefit estimate or statement
  • Your planned retirement date
  • Your Social Security statement from ssa.gov
  • A rough monthly budget
  • Recent savings and retirement account statements
  • Any existing life protection or annuity policies

Please do not send Social Security numbers or account numbers through this website or by email.

Let’s talk about your retirement income.

No pressure and no cost for the first conversation. Bring your questions.

Schedule a ConversationCall 850-766-6734

What happens next

  1. Pick a timeChoose a time online or call. Phone, video, or our DeBary office.
  2. Short first conversationAbout 20 to 30 minutes. We listen to your goals and questions. No cost.
  3. Your next step, your callYou leave with a clearer income picture and decide if you want to keep going.
Call Schedule