Longevity Capital Management LLC is an independent financial services firm built on over thirty years of experience helping individuals, families and business owners prepare for retirement and manage their financial future. Their advisors are seasoned specialists providing comprehensive asset management and financial services. If you have a specific service you need, including a second opinion or review of your current plan, they can provide a la carte services, as well.

Their mission is to create strong client relationships that stand the test of time, make a difference in their client’s lives and provide independent ideas.

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    98 reviews

Live Webinars

FREE 1.5 CPE Live

CalSavers - California's Mandatory Retirement Program

userTerri McGray

adviserLongevity Capital Management LLC

INSIGHTFUL 20 Enrolled
4.7 (25)
Oct 08, 2019 01:30 PM EDT



The slides were good and she tied the comments to those. I think the use of her live screen made the presentation more 'accessible' and 'comfortable' to the viewer. EF Moody PhD MBA MSFP LLB BSCE


Good. I am getting used to the Android version, too.




The Speaker was very good!