Learn about Wills and Living Trusts: April 23rd at 11:00am & April 24th at 6:00pm at The Coronado Community Center in Hot Springs Village, AR

 

Lifestyle Portfolio

Home / Lifestyle Portfolio

Exclusive Program: The Customized Longevity Lifestyle Portfolio

Vibrant Aging Solutions offers you and your family an innovative program that can prepare you for longevity well into your 80s and beyond.  ​No matter what your age or stage in life, we assist you with developing a customized program, finding the right resources and taking the next steps to make your dreams and goals a reality.

What is Lifestyle Planning?  Lifestyle planning is an all-encompassing proactive approach to preparing for the second half of life that addresses the fact that people need more than just a good financial plan to live life on their own terms well into their 80s and beyond.


​We view longevity and living the best lifestyle as we age holistically.  This means that we believe that our financial, health, physical, legal, housing and social circumstances are intimately interconnected.  Over the years we have seen the damage that can be done when clients have not understood or disregarded the relationship between these very important areas of their lives, when they have tried to take care of them individually one professional at a time, trusting that things would somehow work out and work together in the end.  Unfortunately, time and time again we have seen that trusting and wishing and hoping does not make for the best ending to our stories. 

It is our mission to give you the tools to empower you along your journey, to help you lay a clear pathway to the life you want to live as you age.  By addressing these important areas of life as a part of a complete system – a complete whole, instead of dealing with them in a fragmented individual way and disregarding their relationship to one another, you can take control and power of what comes next, changing the course of your life for the better.   ​

The areas included in your Customized Longevity Lifestyle Portfolio are designed to give you better control over how long your money, health and your home will meet your lifestyle expectations and function the way you want them to function as you age.  The planning you will do with us will include goal setting and planning in the areas of health-wellness, real estate-housing & aging in place, financial and estate planning, and Social Security& Medicare, promising you your most healthy & prosperous future!

​Are you prepared to live life on your own terms into your 80s and beyond?

$1,350/Portfolio
Complete Customized Longevity Portfolio
$375/Plan
Financial Longevity Plan
$375/Plan
Health-Wellness Longevity Plan
$375/Plan
Aging in Place & Long-Term Care Plan
$375/Plan
Legacy & Estate Planning

Four 2-hour sessions

2-hour Financial Longevity planning session plus illustrations and printed reports and recommendations

2-hour Health & Wellness planning session plus printed reports and recommendations

2-hour Aging in Place and Long-Term planning session plus printed reports and recommendations

2-hour Legacy & Estate Planning session plus printed reports and recommendations

Financial narrations and application of different scenarios along with tax planning to reduce tax liability, education about products and services, and discussion of how Social Security plays a role in your overall financial plan.

Financial narrations and application of different scenarios along with tax planning to reduce tax liability, education about products and services, and discussion of how Social Security plays a role in your overall financial plan.

Health & Wellness education, review and discussion producing easy to apply recommendations, setting small attainable goals and determining the best resources.

Aging in place & long-term care education, review, analysis, and discussion producing easy to apply recommendations, setting small attainable goals and determining the best resources.

Estate planning education and discussion of the best options to accomplish goals, making sure that important documents are available and accessible, completing interim POAs and Living Wills, determining the best resources and deciding on a course of action.

Health & Wellness education, review and discussion producing easy to apply recommendations, setting small attainable goals and determining the best resources.

Aging in place & long-term care education, review, analysis, and discussion producing easy to apply recommendations, setting small attainable goals and determining the best resources.

Estate planning education and discussion of the best options to accomplish goals, making sure that important documents are available and accessible, completing interim POAs and Living Wills, determining the best resources and deciding on a course of action.

Current Client Yearly Tune-Up! $150

Keep on track with your Longevity Plans, get new information and update your Longevity Portfolio by scheduling a yearly check-up!

SPECIAL: Schedule your first appointment with us and receive a 20% discount on your Complete Customized Longevity Portfolio and get your first yearly check-up for free today! Make sure to mention this on your first appointment.

Book a Free Consultation

Vibrant Aging Solutions Can Help You to Live the Best Quality of Life as You Age! Let's Jump on an Introductory Call Today!