523 Benfield Road suite 201, Severna Park, MD 21146
Longevity Planning
Thoughtful planning for the years ahead.
Longevity planning brings together several important areas of life; health decisions, financial protection, caregiving considerations, and organizing important information for the future.
A Few Things You May Be Thinking About
At different points in life, certain questions naturally begin to surface.
- How will healthcare decisions be handled if circumstances change?
- What protections are in place to guard against financial fraud?
-Is important information organized so family members can access it if needed?
- Are there caregiving resources available if the need arises?
These are the types of considerations the questionnaire is designed to explore.
Begin When You're Ready
You may choose to:
• Review the brochure first
• Complete the questionnaire first
• Or use both together
Longevity Resources Questionnaire
This questionnaire allows you to indicate which planning topics may be most relevant to you or your family. Simply select any items that interest you. There is no obligation, and selecting an interest does not enroll you in anything.
After submitting the Questionnaire:
• You will receive a copy of your responses for your records
• We will review your selections and follow up with the related resources
Longevity Planning Brochure
The brochure provides an overview of the planning areas and support resources that may be helpful as you think about the years ahead.
It’s a good place to start if you’d like a broader understanding of the topics before selecting specific areas of interest
Planning for the future involves more than investments. It also includes protecting your health, organizing important information, and preparing your family for life’s transitions.
Your answers help us understand what resources may be helpful to you and your family.
Select any items that interest you. Selecting an item will not enroll you in anything. This is simply meant to guide our conversation.
