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Our Story & Process

Welcome to our team…

Longman Wealthcare Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a strong combination of experience and professional client services. At Longman Wealthcare Management, our clients come first!

Personalized Services...We seek to elevate the standard of service for Wealth Management.

At Longman Wealthcare Management, clients come first!

Our approach to delivering comprehensive financial services always starts and ends with you, our clients. We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams and family situations. Through a consultative process we then learn the details of your financial picture so we can construct and deliver a customized plan along with your personal Financial Action Checklist. Our experienced team of professionals fully evaluates your situation to prepare personal solutions that integrate investment planning, tax reduction planning, retirement income and distribution planning, and family wealth planning.

We then schedule to meet with you on a regular basis to discuss and update your financial situation. We pride ourselves in our constant calendars of client services and regular client communications to keep you informed of economic news and appropriate tax law and estate planning rule updates. As we said earlier, at Longman Wealthcare Management, clients come first!

Some of the ways we differ from other firms include:

  • Our strong menu of Services which include a comprehensive review of: your tax reduction strategies; estate plans; investment plans; retirement plans; and, protection plans.
  • Our frequent and regularly scheduled meetings with clients to update your specific plans and discuss your personal situations.
  • Our strong and consistent calendar of high quality newsletters, tax reports, and other reports and articles.
  • Our client educational and appreciation events.
  • Our personal service that features our best and most current ideas, suggestions and solutions.

Compare our list of Services to the services you receive today.

Investment Service, we strive to to be your watchdog...

  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Year-long, continual monitoring of your investments
  • Regular meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you
  • Quarterly Statements
  • Sound, Independent, and Objective Advice
  • Recommendations regarding positioning of funds within your employer provided retirement plans such as 401(k)s

Business & Individual Income Tax Reduction Planning

  • Comprehensive review of business as well as personal income tax returns to highlight opportunities for maximizing tax reduction strategies
  • Routine review of your tax situation and planning to incorporate applicable tax law changes
  • Consultations with your CPA regarding tax projections and tax ramifications
  • Recommendations of tax solutions including tax advantaged investments
  • Consultations with Actuary regarding the initial setup and maintenance of qualified pension plans

Retirement Income & Distribution Planning

  • Analysis of your income needs now and in the future
  • Analysis of potential estate tax liabilities.
  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommendations regarding the best distribution strategy for your employer retirement plans & IRAs
  • Analysis of the beneficiaries of your IRAs and assistance in establishing an Inherited IRA

Family Wealth Planning

  • Analysis of your current estate plan, estate tax issues as well as general concerns
  • Consultations with your estate planning attorney, personal representative, and beneficiaries
  • Assistance in transferring assets to your Living Trust, other trusts, or beneficiaries
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one

Client Services & Communications

  • Quarterly Newsletter to keep you apprised of the most current planning options
  • Quarterly, semi-annual or annual reviews based upon needs

Our Commitment To You...

Longman Wealthcare Management was founded with the goal of assisting our clients in every aspect of their financial lives. We offer all clients personal service. For each of our clients we strive to help create financial stability and confidence to provide financial independence.

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only are our team members knowledgeable, but our staff truly cares about making our client’s dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

Complimentary Financial Check-up

Longman Wealthcare Management would like to offer you a complimentary financial check-up. We pride ourselves on providing prompt, personal and highly professional services. Longman Wealthcare Management, LLC wants to offer you a complimentary, one-hour, private consultation with one of our professionals at absolutely no cost or obligation to you.

To schedule your complimentary financial check-up, call us at Longman Wealthcare Management, LLC at 305-892-8598.

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