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About Lifespan

Lifespan Financial Strategies is a small firm by choice, committed to strong, long-term relationships with our clients. We understand life can be stressful and overwhelming at times; our services and communication styles are designed to help address your financial concerns, allowing you to focus on what matters most.

We are committed to being transparent and honest at all times; our personal approach allows us to tackle core issues as part of the planning process, ultimately providing clients with the understanding of the steps to be taken towards financial independence.

We follow a proven process, never rushing anything, taking the time to thoroughly discuss how decisions impact important areas of your life:

  • Why is this decision being made now?
  • How will this affect my family?
  • What will this allow me to do?
  • Am I making this decision because of emotions?

In addition, our tools and techniques provide flexibility, allowing for life’s surprises.

Our motto at Lifespan is ‘Planning for Life’ and we take that to heart. Our services and communication style has been designed to help you succeed and get the most out of life. With the foundation of understanding that finances play a connected role to many aspects of our lives, we approach decisions knowing that every action has both a financial and a personal impact.

Lastly, customer service is our top priority. We want to be sure you get the answers you need quickly. Our commitment is to serving our customers with excellence.

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.