Broker Check
Longevity

It's not just what we do, it's how we do it.

At Longhi Financial, Inc. we believe in a comprehensive approach to wealth management that evolves with the needs of our clients.  Our philosophy is to develop a disciplined financial approach that is individual to the client.  We make it personal. Because no two clients are alike, we structure individualized personal plans based on the 8 Wealth Management Issues that our clients are likely to encounter at some point in their lives.  Wealth Management is not an event but an ongoing journey; a journey that should be taken with professionals who understand all aspects of your financial goals. 

Our Wealth Management team has extensive tax knowledge which makes us unique among our peers.  We are able to offer an in-depth analysis of tax implications associated with investment changes and distributions.  Because of this knowledge, we specialize in retirement income planning in order to help you determine how to replace your paycheck at retirement in the most tax efficient manner.

Client education begins with our explanation of investment options in terms that our clients understand.  Continuation of the process includes portfolio reviews*, educational seminars and periodic newsletters to keep our clients informed. Our team is fully committed to our Mission Statement: "To offer our clients service beyond anything they have ever experienced on a consistent basis." 

Founded in 1980 by Juliann Longhi, Longhi Financial was built on a foundation of trust, integrity and confidentiality. The fact that the majority of new business comes from referrals by current clients speaks volumes.

We invite you to take that first step on your Wealth Management journey with us.  Call or send us an email from this website by clicking on "contact us" and then complete a contact form.

*These services are offered by Juliann Longhi and Stanley Warner through their affiliation with H.D. Vest Investment Servicessm and H.D. Vest Advisory Servicessm.

 

Helpful Content

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

 

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

A Reminder of Why It's Important to Take a Long-Term View

The recent market drop is an important reminder of why it's important to take a long-term view.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

View all articles arrow

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Rightsizing for Retirement

What does your home really cost?

2017 Year in Review

Take a look at this 2017 Market Recap.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

View all videos arrow