www.mblongland.com | 859.486.6942

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We ensure that a proper financial

foundation is built on wealth strategies.

Accumulation, Distribution, Succession and Tax Strategies

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SMART INVESTMENT STRATEGIES.

M.B.LONGLAND FINANCIAL | 25 TOWN CENTER BLVD, SUITE 104 | CRESTVIEW HILLS, KENTUCKY 41017 | 859.486.6942

M.B. LONGLAND

25 TOWN CENTER BLVD, SUITE 104

CRESTVIEW HILLS, KY 41017

859.486.6942

Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. MB Longland  and VCM are independent of one another. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Insurance and annuity products are not sold through VCM and VCM does not endorse any annuity or insurance product nor does it guarantee any annuity or insurance product’s performance.

About M.B. Longland and Our Mission.

With great power comes great responsibility, and at M.B. Longland we understand that our clients have asked us to give them direction and help them navigate their financial futures and we must never forget the great responsibility that comes with that power.  The investment world is a complex place and our mission is to help you navigate through it by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape.  Together we will develop a total financial management approach to your investment and retirement needs.

 

 As an independent financial planning firm, we solely represent the needs and interests of our clients rather than any specific company. Our independence and objectivity allows us to provide our clients with unbiased strategic recommendations.

 

Please call if you would like more information about how you can have the retirement you have always dreamed of. The only cost or obligation to you is a little bit of your time. We thank you in advance.

www.mblongland.com | 859.486.6942

Our unique approach to your growth begins with

getting to know you and understanding your needs.


Clients across the country have engaged M.B. Longland to give direction and navigate their financial situation. We have expertise in a number of areas.  His strategies and methods are unique for sophisticated client’s individual situations.

 

• Business Owners need strategies specific to their business, innovative ways to retain employees, a solid plan for eventually selling the business, and a way to create even more wealth once they do.

 

• Accredited Investors have access to his Private Client group.

 

• Family Office clients utilize Russ as an advisor who can complement each office’s strengths with innovative ideas.

 

• Non-Profits, Foundations, and Institutions work with M.B. Longland to expand donor gift size and impact.

www.mblongland.com | 859.486.6942

Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Insurance and annuity products are not sold through VCM and VCM does not endorse any annuity or insurance product nor does it guarantee any annuity or insurance product’s performance.

Meet the president of our company, Matt Longland.

Matt Longland is a credentialed advisor with over 35 years of practice. His company provides families and businesses with wealth management and portfolio management solutions. Russ utilizes robust economic and market research obtained from sources independent of any Wall Street firms or banks. He makes all investment decisions including portfolio design and asset allocation. The focus is on building strategies in a way which will minimize the major risks that can jeopardize your plan. His philosophy is to protect clients’ assets while creating growth and long-term prosperity. He has access to many resources that benefit his clients and can respond to their needs.

 

Matt has spoken and presented to thousands of people locally and nationally. He has expertise in advanced planning techniques. He has contributed and written for U.S News and World Reports, MSN Money Canada, Yahoo Finance – United States and Canada, Huff Post, Las Vegas Business Press, Las Vegas Review-Journal, The Street and Go BankingRates.

 

www.mblongland.com | 859.486.6942

www.mblongland.com | 859.486.6942

Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Insurance and annuity products are not sold through VCM and VCM does not endorse any annuity or insurance product nor does it guarantee any annuity or insurance product’s performance.

Private Client Group Services

*Minimum net worth $1,000,000 investable assets

Everything that goes into your portfolio is firmly rooted in data, evidence and time-tested strategies. We provide exclusive, independent research to pursue your investment goals.


What to Expect from Luna Wealth Management

• Personalized portfolio construction and a separately managed account

• A capital gains mitigation plan specific to you

• Asset allocation aligned with your personal needs

• Fixed income management customized to your tax bracket

• Access to one of our portfolio managers from the Investment Committee

• Regular review meetings with Russ and a portfolio manager

M.B. Longland can assist you

in every aspect of your financial life.

M.B. Longland can assist you

in every aspect of your financial life.

M.B. Longland was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement. To schedule your free financial consultation, contact us today.

Premium Financing

Premium financing is designed for HNW individuals. This arrangement is widely accepted by life insurance companies and is utilized by consumers with a minimum net worth (generally $5 million). Fortune 500 companies have used Premium Financing for decades to recruit, reward and retain their top executives.


Premium financing is an innovative financial strategy designed to help buy life insurance for personal, charitable, or business purposes, while leaving cash or other assets in place to be used in other ways. Insurance companies have developed specific products for those who want to finance their policies. Specially designed policies create efficiency with cash accumulation and distribution. 

Contact us for more information.

Charitable Giving

Giving provides deep personal satisfaction and shares your values with your family for generations.


A giving plan strives to help you do three things:

 • Align your giving with your values

 • Have meaningful experiences through  giving

 • Create lasting impact for your family and community


Every individual and family has unique philanthropic values and goals.


Call today to begin a conversation to determine your strategy.

Contact us.

Contact us here anytime or feel free to give us a call. We look forward to getting to

know you and help you with proven methods and ideas now and into your financial future.

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www.mblongland.com | 859.486.6942

Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Insurance and annuity products are not sold through VCM and VCM does not endorse any annuity or insurance product nor does it guarantee any annuity or insurance product’s performance.