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.
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.
Tod Long, Independent Advisor
Tod Long was skeptical when his father first approached him about selling life insurance. After all, who grows up wanting to be an insurance agent?
But after selling a few policies and realizing how much they helped his clients, Tod realized that there was a lot of potential to do good in the field. He realized that, more than making money as an agent, he wanted to help people.
With willpower forged by his background in competitive sports, he decided to do just that.
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Long Financial Services
Visitors should choose LongFSG because of our 16+ years of expertise, commitment to personalized service, and deep understanding of tailored insurance solutions. We pride ourselves on building long-term relationships, guiding clients through complex options with clarity and care. Unlike competitors, we prioritize one-on-one support and a client-first approach that ensures our solutions fit their specific needs, no matter how unique.
Insurance Guidance
Retirement Planning Tips
1.Diversify Your Income Streams: An Indexed Annuity can provide a stable income during retirement while protecting your principal from market downturns. It’s a great way to ensure your savings last as long as you do.
2.Take Advantage of Growth Potential: Indexed Annuities offer the opportunity to earn interest linked to market performance without the risk of losing money when the market drops.
3.Protect Against Longevity Risk: Consider an annuity as a way to guarantee income for life, so you never run out of funds in your golden years.
Tax-Free Income Tips
1.Build Tax-Free Wealth: Use an IUL policy to grow your savings while accessing funds tax-free during retirement or major life events.
2.Leverage Living Benefits: In addition to building wealth, an IUL offers living benefits that can cover expenses for chronic or critical illness.
3.Flexibility is Key: IUL policies allow you to adjust your contributions and death benefit, providing the flexibility to meet changing needs over time.
Whole Life
Insurance Tips
1.Plan for End-of-Life Costs: Whole life insurance is an excellent option for final expense coverage, helping your family cover funeral costs, medical bills, and outstanding debts.
2.Guaranteed Coverage: Unlike term insurance, whole life policies never expire as long as premiums are paid. This ensures lifelong protection for you and your loved ones.
3.Leave a Legacy: Use a whole life policy to leave a small inheritance or ensure your family isn’t burdened with unexpected financial stress during a difficult time.
Term Insurance Tips
1.Protect Your Home: Term life insurance is an affordable way to ensure your family can pay off the mortgage if something happens to you.
2.Customize Your Coverage: Match the term length of your insurance to the remaining years on your mortgage to provide peace of mind and financial stability.
3.Affordable Peace of Mind: Term insurance is cost-effective, making it an ideal choice for families who need maximum coverage on a budget.
CLIENTS REVIEWS
Rolling over my 401(k) was stress-free with Long Financial’s expert guidance. Highly recommend!
Their mortgage protection policy gave us peace of mind for our family’s future.
They found me affordable final expense insurance that fit perfectly into my budget.
Setting up a 529 college plan was easy thanks to their clear advice and support!