Longevity planning – your life, carefully considered

We are pleased to offer a variety of tools to help you with longevity planning. Working with you on your longevity planning is part of the service that The Millstone Evans Group provides.

This is especially important now because average life expectancy has increased over the last couple of decades. You may need to plan on the probability of living much longer than generations before could expect, particularly if you are in good health. We empower each of our clients with a portfolio of information that can help them design the future they want to see and seamlessly pass on their values to the next generation.

Here are important resources about longevity planning that we think you might find useful.

If you’d like to learn more about what longevity planning could mean for you, please contact our life cycle planning specialist, Toni@MillstoneEvansGroup.com, for a complimentary consultation. She and the skilled Millstone Evans Group team can also help you with:

  • Financial planning
  • Environmental, social and governance (ESG) focus on investing
  • Longevity and retirement planning
  • Estate planning and charitable giving
A 2020 socially responsible investing trends report published by the U.S. Forum for Sustainable and Responsible Investment (US SIF) found that U.S. assets under management using sustainable investing strategies grew from $12 trillion in 2018 to just over $17 trillion in 2020, and according to Morningstar data, Q2 2020 flows more than doubled to $54.6 billion.

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