"You’ve handled a lot. Now it’s time to feel grounded."
About US
Welcome. This isn’t just an "About" page. It’s an invitation to pause, breathe, and know you’re not alone. Whether you’re starting over, preparing to exit a business, or navigating a major life change, this space is for you.
Founder's Story
The Heart Behind The Longevity Financial Group
Imagine us in a cozy café, the scent of fresh coffee and the warmth of sunlight pouring in. I’m sitting across from you, cup in hand, ready to share not just a business journey—but a calling. A calling to help women rise from transition, reclaim their voice, and build a life of clarity and purpose.
My path into financial services didn’t begin in a boardroom—it began with a quiet whisper of purpose and a lifelong desire to serve. I was drawn to education first, mentoring students and nurturing their growth. But deep down, I knew I was being prepared for something more—something that would require resilience, courage, and the kind of faith that leans into the unknown.
As I navigated my own transitions—career shifts, personal challenges, and seasons of uncertainty—I realized that financial stability wasn’t just about numbers. It was about peace. It was about freedom. And it was about creating a future that didn’t just survive change—but grew through it.
Every pivot in my life refined my ability to break down complex concepts, to teach with compassion, and most importantly—to walk with people through the messiest, most meaningful moments of their financial lives.
🌱 From Theory to Transformation
I spent years inside traditional financial firms and quickly saw the gap:
Too much sales.
Too little listening.
Too much theory.
Not enough execution.
I didn’t want to sell products—I wanted to empower women. I wanted to be the kind of advisor who would sit with a woman after divorce, after loss, after burnout—and say, “We’ve got this. You’re not alone. Let’s build something beautiful.”
In 2020, with a heart full of prayer and a world in chaos, I stepped out in faith and launched The Longevity Financial Group. My mission was clear: to serve high-achieving women—executives, business owners, and leaders—through life’s most defining transitions.
I didn’t just want to advise. I wanted to walk with them. I wanted to help them rise.
🏢 Why Reclaim & Rise Was Born
Reclaim & Rise was born from the belief that every woman deserves a financial plan that meets her where she is—and walks with her toward where she’s going.
Whether you’re starting over after a divorce, exiting a business, nearing retirement, or managing newly inherited wealth, your financial story deserves to be written with intention and confidence.
This isn’t just about money—it’s about the peace that comes when your finances align with your values. It’s about reclaiming control, rising through challenge, and creating a future that reflects your faith, your wisdom, and your worth.
➞ Our Framework:
Listen. Plan. Execute.
- Listen — We begin by listening deeply to your story.
- Plan — Then we co-create a plan rooted in your values and season.
- Execute — We implement alongside you every step of the way.
👥
Meet Our Team
We don’t just guide your finances—we walk with you through the most pivotal seasons of life. Our team blends deep financial expertise with heart-centered service, showing up with integrity, faith, and fierce advocacy.
Heather Anne Grubbs
Heather Anne Grubbs
Heather Anne Grubbs
Founder & Financial Planner
Visionary Strategist for Women Ready to Reclaim Financial Peace, Power, and Purpose
Heather Anne is the heart and visionary behind The Longevity Financial Group and the Reclaim & Rise VIP Planning Experiences. As a faith-driven financial strategist, entrepreneur, and mentor, she empowers women—especially those in transition, reinvention, or retirement—to rise with clarity and build a life aligned with their deepest values.
With specialized expertise in wealth transition, business exit strategy, tax efficiency, and generational wealth building, Heather brings both precision and compassion to every client journey. Whether helping a woman start over after divorce or guiding a business owner toward a peaceful exit, she leads with grace, wisdom, and grounded strategy.
“I don’t just want to advise you. I want to walk with you. I want to help you rise.”
Heather Anne is also a devoted wife and mother to four daughters, a published author, and a relentless advocate for women reclaiming ownership of their stories. Under her leadership, Longevity is more than a financial firm—it’s a movement of empowered women rising into purpose and peace.
Alexus Jacobs
Heather Anne Grubbs
Heather Anne Grubbs
Executive Assistant & Marketing Director
Operational Powerhouse & Brand Storyteller Behind the Reclaim & Rise Experience
Alexus is the integrator behind the scenes—ensuring every Reclaim & Rise experience runs with excellence, empathy, and soul. With a unique background in education, digital marketing, and systems design, she brings both heart and strategy to every touchpoint of the client journey.
From onboarding to communication to workshop strategy, Alexus ensures every woman feels seen, supported, and celebrated. She’s also the voice behind many of our outreach efforts—crafting messaging that reflects the real-life stories of women like Rachel, Jasmine, and Monica.
“My goal is for every woman to feel like she’s just entered something sacred.”
A proud mom and systems thinker, Alexus is the glue that keeps our mission moving—and the friendly face behind the seamless experience you’ll feel at every step.