Our Services

At LongView Wealth Management, we specialize in helping individuals develop sound retirement strategies. We offer personalized, hands-on service to educate our clients about financial concepts and products, and strive to take the mystery out of investing, insurance, estate conservation, and preserving wealth.

• Planning for Retirement: Our advisors help you evaluate your entire financial picture to ensure that you are truly ready to take the leap into retirement. We understand the many challenges of retirement today and focus on money management, as well as other critical issues for your financial well-being.
  
  
• Managing Family Transitions: Family transitions can have a big impact on your financial situation. Whether you are starting a new life together, growing your family, or facing a divorce, our advisors can help you navigate the maze of decisions that may arise.
  
  
• Navigating Your Evolving Career: A career path can take many twists and turns. Whether you are starting out at your first job, navigating income changes, or going out completely on your own, our advisors can help you make critical financial decisions at every step.
  
  
• Protecting Your Family Legacy: The decisions you and your family make can impact generations to come. Whether you need help planning for an aging parent or creating a strategy for your children and grandchildren, our advisors can help answer important questions.
  
  
• Meeting Individual Goals: As your life unfolds, you will face near-term decisions that can impact your overall financial health. Our advisors will work with you to develop a comprehensive financial plan tailored to your unique needs and goals.