For Women Nearing Retirement or Business Exit
Intentional, wise, and in her mid-60s, Elaine is preparing to retire or exit her business. She wants a dignified plan—one that reflects her values and leaves a legacy.
📊 Retirement Readiness Review • 💸 Income Confidence Map • 📁 Legacy Vault
Elaine says: “I feel more confident than ever heading into retirement—everything is finally aligned.”
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The Longevity Financial Group and Vanderbilt Financial Group are separate and unaffiliated entities.
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.
Advisory Services offered through Vanderbilt Advisory Services
For additional information on services, disclosures, fees, and conflicts of interest, please
visitwww.vanderbiltfg.com/disclosures