Services

We’re a small firm by choice. That way, we’re able to give each client our undivided attention and focus. We offer many services; after our initial interview we can determine what path can take you where you need to go.

At Lifespan, our focus is on helping you clarify what you want and need out of life. The financial conversation is about how to get and maintain the life we want with the resources we have. This allows for a clear path to be charted that shows where you currently are and what needs to be done to get you to where you want to be. And then we help you do just that.

Our Professional Services Include:

Financial Planning

  • Cash Flow Management
  • Tax Planning
  • College Planning
  • Estate Planning
  • Life Insurance Planning
  • Disability Insurance Planning
  • Long Term Care Planning
  • Personalized Financial Plan
  • Regular Meetings

Retirement Planning

  • Pre-Retirement Planning
  • Specialized Knowledge in the Florida Retirement System & the Florida DROP System
  • Specialized Knowledge in the Federal FERS System & Thrift Savings Plan
  • Cash Flow Management
  • Income Distribution Strategies
  • Social Security Maximization Strategies
  • Beneficiary Planning for Tax Coordination With Heirs

Specialized Services

  • Tax Planning
  • Divorce Planning
  • Equitable Distribution
  • Taxation of Divorce Assets
  • College Planning
  • Executive Compensation
  • Stock Options
  • Company Stock Strategies

Investment Planning

  • Institutional Quality Portfolio Management
  • Investment Management Team Approach
  • High Net Worth Strategies
  • Detailed Risk Assessment
  • Investment Policy Statements

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@lifespanfinancial.biz  |  954-385-7812