We Are

preparing for the future

We Make the Complex Simple

Welcome to LifeSpan Financial Strategies. Since 1997, our family has been guiding yours through financial planning. Whether you’re an FRS employee, police or fire professional, small business owner, or need help with employee benefits, we're here to create a personalized plan just for you. Our mission is to simplify the process and provide clear, confident support every step of the way. As a fiduciary, your best interests are always our top priority, and our advice is tailored to meet your unique needs.

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Trusted Fiduciary

Your Goals Are Our Goals

We believe that financial planning is about more than just numbers; it's about your life, your dreams, and your future. As a family-oriented firm, we understand the importance of securing your family's financial future. Your goals are our goals, and we are committed to helping you achieve them.

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THE PROCESS

We plan bright futures for generations to come.

01

Gather

We'll start by building a comprehensive analysis of your financial situation to understand every detail.

02

Set Goals

We'll work together to identify and prioritize your financial goals, ensuring a clear and focused path towards your future.

03

Plan

We create a customized financial plan that maps out actionable steps, making your financial journey organized and achievable.

04

Navigate

We're here to support you through life's financial ups and downs, providing expert guidance to keep you on track.

What Makes us Different?

At LifeSpan Financial Strategies, we offer comprehensive financial planning covering all facets of your financial life. Our services include investment, tax, retirement, and estate planning. Our team provides personalized guidance, simplifying complexities and helping you make informed decisions aligned with your goals. Our holistic approach ensures your financial future is carefully managed, letting you focus on what truly matters. Join us for peace of mind with expert financial care.

What We Do