Use this page for general inquiries, existing client matters, professional collaboration, speaking or educational programs, media requests, or questions that do not fit the Longevity Readiness process. If you want to begin that process, visit Your Next Step.
Use the option below that best fits your situation.
Choose this for a general inquiry, existing relationship, media request, speaking invitation, or professional matter.
For clients who need to schedule a review, ask a service question, or discuss a change in circumstances.
Choose this if you have completed the Self-Check or want a brief conversation about whether the guided Longevity Readiness Assessment™ may be appropriate.
Choose this if you have a specific planning concern, were referred by someone, or are not sure where to begin.
For attorneys, CPAs, elder law attorneys, care managers, realtors, trustees, and business consultants who want to discuss whether Longevity Strategies may be a useful resource for a client.
Meetings may be held in person where feasible or by videoconference when that is more practical.
Appointments are scheduled with care so that each conversation has a clear purpose and adequate attention.
Services are available only in jurisdictions where Ardal Powell is properly licensed or registered.
The Longevity Readiness Self-Check and Longevity Readiness Assessment™ are educational and preliminary. They are not financial plans, investment recommendations, tax opinions, legal opinions, insurance recommendations, health recommendations, or legal advice. Any recommendations require a separate engagement and review of complete information. Services are available only where properly licensed or registered.