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

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

 

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

View all articles arrow

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.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Social Security Taxes

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

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

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

View all presentations arrow

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

View all videos arrow