Longevity Portfolio

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Exclusive Program: The Customized Longevity 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 Longevity Planning?  Longevity 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.

Please take the time to think about this:  Social Security is rarely enough income to sustain anyone’s current lifestyle, and having additional investments and retirement benefits does not mean that you are assured your money will last!  The very same thing can be said about your health and your ability to remain in the comfort and familiarity of home.  There is no assurance that you will be able to be active into your oldest years finishing your life out exactly the way you wish, but, taking steps to do pre-planning today will definitely make a huge difference in your quality of life as you age!

​We view longevity holistically which means that we believe there are  financial and lifestyle choices and opportunities that are intimately interconnected and that can only be accounted for when seen in relationship with one another and in reference to the whole.

The areas included in your Customized Longevity Portfolio are designed to give you better control over how long your money, health and residence 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, financial and estate planning, promising you your most healthy & prosperous future!

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

$850/Portfolio
Complete Customized Longevity Portfolio
$250/Plan
Financial Longevity Plan
$250/Plan
Health-Wellness Longevity Plan
$250/Plan
Aging in Place & Long-Term Care Plan
$100/Session
Social Security
Timing

Three 2 hour sessions plus 1 hour Social Security Timing session​

2 hour financial Longevity planning session

2 hour Health & Wellness planning session

2 hour Aging in Place and Long-Term planning session

1 hour Social Security planning session

Financial narrations and application of different scenarios with a goal of making money last into oldest age

Financial narrations and application of different scenarios with a goal of making money last into oldest age

Health & Wellness survey and discussion producing easy to apply recommendations

Aging in place & long-term survey and discussion producing easy to apply recommendations

Social Security review of scenarios to determine the best time to take Social Security

​Health & Wellness survey and discussion producing easy to apply recommendations

​Aging in place & long-term survey and discussion producing easy to apply recommendations

​​Social Security review of scenarios to determine the best time to take Social Security

Yearly Tune-Ups

Keep on track with your Longevity Plans, get new information and update your Longevity Portfolio by scheduling a yearly check-up! $75

Use our scheduling software to 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!