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Longevity Planning

All of us at Steinberg Investment Group are intent on helping our clients live a long and fulfilling life.

To that end, we have developed an initiative the we call Longevity Planning. As our clients progress through life and their needs evolve, we want to be able to assist with these difficult and unfamiliar circumstances. We have formed alliances with professionals who are able to help our clients with finding the proper care management, with selecting the senior living organizations that can help with finding social connection and a sense of purpose, planning for transportation needs, and how people are able to age in place. Once those needs are met, our Dynamic Formula can take over where we can provide financial advice. We are most fulfilled when our clients successfully plan for long, happy lives.


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