Financial Planning
Whether you’re looking to grow your wealth, or a way to preserve your estate, Long Financial Services can help.
Financial Planning
Achieve your goals and secure your future with Long Financial Services financial planning. The sooner you start planning your finances, the better. With over a decade of experience, Long Financial Services can help you with life-insurance based solutions that help you make the most of your wealth or preserve your estate.
Each financial plan is individually tailored to your goals, resulting in an individualized, systematic roadmap that helps you accomplish what you want to.
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Tax-Free Retirement Planning
When you make more money, you often pay more in taxes. And when you’re retired, paying those taxes can negatively impact your standard of living and your peace of mind.
Since taxes tend to rise over time, it makes sense to plan around them. That way, your Golden Years are safe and financially secure.
Long Financial Services offers simple, easy plans for making the most of your tax-free retirement. If you’re interested in keeping more of the income you’ve earned, we can help.
401k - 403b Roll Overs
Do you have money stagnating in your 401K or 403b from previous employers? If those accounts are no longer growing because contributions have stopped, it’s time to put that money back to work. After all, you’ve earned it — so it should be growing towards your retirement.
Long Financial Services can help you determine what the best roll-over plan is for you, helping you roll your 401K or 403b into an approved IRA.
It’s time to make your money work for you.
Life Insurance with Living Benefits
As an independent agent, Tod Long of Long Financial Services can cooperate with over thirty different life insurance agencies to find the policy that maximizes your wealth and achieves your goals.
Interested in finding out more?
Featured Service
Weekly Financial Report
At Long Financial Services, we believe in keeping clients informed and empowered. Our weekly financial reports provide an up-to-date snapshot of your financial health, giving you clear insights into your account balances, recent transactions, budget tracking, and progress toward your financial goals. Each report is designed to be easy to understand, so you can stay on top of your finances, make informed decisions, and adjust your strategies as needed. With our consistent updates, you’ll have the confidence and clarity to navigate your financial journey with peace of mind.
Expert Advisor
Adelia Maria
Marketing Expert
Samira Hayword
Marketing Expert
Danial Redcliff
Risk Managment
Shakib Al Hasan
CEO, Cric Media
Zenifar Lopez
Marketing ExpertWhat Our Client’s Say
Zayeed Anwar
Marketing Head, Xayeed Group of Industries.
Samantha De Suza
Founder, The Daily World Finance