Willow and the team at Longevity Achieved are second to none when it comes to advising folks about how to achieve financial freedom/providing Life Insurance. Anytime that I had a question, Willow answered me in a professional and timely manner. I would turn to her in any moment for any future financial guidance.
Carlos was very clear, helpful and patient with us in planning our finances and cash flow as well as helping us start to plan our future with life insurance. We’d recommend their services, especially if you’re not sure where to start with your finances. So much was easier to navigate after the initial conversation.
Thomas and the team were amazing and extremely helpful. Thomas made the process for my family and I extremely simple and explained all the small details thoroughly. He responded on time, as well as did a break down of different plans for us. Highly recommend Longevity Achieved!
Longevity Achieved was a simple and efficient way to get my insurance… Sergio helped me understand my different options in a very clear and professional way.
What I really appreciate is how considerate and easy it is to establish a sense of partnership about handling my finances. Makes you feel supported in whatever your dealing with.
Great customer service. Sergio was personable and matched me with the products I needed.
I had an extremely pleasant and professional experience working with Sergio to determine my personal insurance needs. He was very considerate of the specific situations in my life and tailored his recommendations accordingly. Sergio made sure I was comfortable and understood the options and answered every and all questions with remarkable patience. I strongly recommend Sergio for critical illness and life insurance needs, as I personally have chosen to proceed with both through Sergio!
Thank you Liana! You have been such a professional through this process. I had a million questions and concerns, and you never let me down. You answered them with such grace and knowledge. Your hard work and transparency has made me secure in my decisions. Thank you again!
Karen and Mark
Such a great experience with Sheldon. He was very patient with all my questions and was very thorough and clear! Thanks again for your help Sheldon.
Sergio is a rock star – he simplifies the financial planning process. I feel good knowing he has me covered from my budgeting (which is super helpful being a business owner), insurance needs, investments – and hes working closely to help plan for a house purchase. I love how I can just focus on swinging my hammer earning the $$$ knowing hes got my back!