Retirement is one of the most important life events clients and individuals will experience, and getting it right takes careful and astute planning in today’s volatile and uncertain world. The process to properly build a retirement portfolio and generate a sustainable income that lasts for life and provides a legacy for families is complicated and laden with potential errors. From choosing the right investment products and types of accounts to adequately funding and accounting for inflation, taxes, health care costs, and various risks, millions of Americans are at risk of running out of money in retirement. The financial services industry spends a lot of time and money promoting products, but not many focus on providing complete and total solutions.
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Longevity Capital Management LLC
Founder & President
terri@longevitycapitalmgmt.com
(805) 917-6771
Terri McGray is the founder and president of Longevity Capital Management LLC, a professional wealth management and retirement planning consulting firm that helps business owners and individuals work towards a successful retirement.
She has developed a unique retirement readiness program for employers seeking to increase financial literacy in the workforce and drive results with their 401(k).
Her expertise with plan design, ERISA law, internal controls, and investment management enables businesses to outsource their plan workload and engage a co-fiduciary to reduce their liability.
Mrs. McGray is a champion of retirement readiness and public speaker, speaking passionately about our national retirement crisis and the importance of good 401(k) stewardship. Some of the conferences she has spoken at include LA Accounting & Finance Show 2019, CA HR Professional Conference 2019, Professionals in Human Resources Local Chapters, Cal Lutheran University.