Longevity and Risk Assessment Strategies

Building wealth that outlasts uncertainty.

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With longer life expectancies and rising healthcare costs, clients need strategies that protect against outliving their wealth. SAFE helps future-proof your finances.

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How it begins:

We assess family history, current health, care preferences, and risk exposures to build personalized longevity models.

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What to expect:

A risk-managed plan that incorporates long-term care coverage, guaranteed income sources, inflation-aware investing, and healthcare cost modeling—all designed to help your plan last as long as you do.