Broker Check

Dive Into Our Story

LifeSpan Financial Partners stands apart from the rest in the sense that we were built by advisors, for advisors. We were founded with the intention to be a comprehensive advisory firm for financial services with a large number of resources available for our clients. From our firm’s inception, we have made a point to pose two significant questions to each of our clients.

When was the last time you sat at the kitchen table or the boardroom table and had all of your financial advisors present at the same time?

When you enlist the services of our experienced professionals, you’ll have our entire team at your fingertips to help you plan, implement, and maintain strategies that will help you reach each and every one of your financial goals and needs. Because our firm is constantly adapting to new methods of technology and communication, we are proud to be available for you whenever you may need us.

How coordinated a plan can you have if the right hand doesn’t know what the left hand is doing?

Let’s face it – the conversation gets more muddled when more people are added into it. As the number of variables surrounding your finances increases, the potential for obstacles to arise increases as well. When you work with LifeSpan, you can rest assured that your plan will be seamlessly communicated and implemented because everyone involved is all on the same team. Our vision is to provide everything you need when you’re searching for effective solutions to achieve your financial goals – the only place you need to look is here at LifeSpan.

Our team is eager to help you feel comfortable and confident in your financial future. We hope you'll browse the various resources available on our website, and we welcome the opportunity to meet and discuss your unique financial circumstances.

<strong><sup>Cultivated For You</sup></strong><br/>Your Goals are the Key to Rampant Growth

Cultivated For You
Your Goals are the Key to Rampant Growth

Secure futures are achieved through discipline, planning and strategy. Like the strongest of trees, the seeds you plant today will lead to a lush canopy of comfort, shelter, and protection tomorrow.

Organic growth underlies all we do at LifeSpan Financial Partners. Together, we'll design a roadmap that starts with the future you want and ends with your dream retirement. Our approach is designed to help your plan weather the harshest of storms.

Learn more
Our Process

Our Process

While our diverse team has the knowledge and experience to handle many of your financial needs, we specialize in the shift from accumulation to distribution and we will analyze your financial picture before we make any recommendations or suggestions on your plan. Once we decide that we are a good fit for each other,  we will continue to develop a holistic, trusting and long-lasting relationship with you to better understand your goals and objectives and how we can help you reach them.

Learn more
Our Philosophy

Our Philosophy

We believe in implementing trust and integrity throughout everything we do at our firm. Because we are independent and hold no loyalties to anyone but our clients, we have the freedom to operate solely on what is right for you. Our team understands that it is a big decision to trust us with your financial future, so we promise to work only in your best interests regardless of the services that you choose to take advantage of.

Learn more

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

 Your Goals. Our Strategies.

Discover an array of services that we offer for all of your financial needs.

Investments

Investments

Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

Learn more
Retirement

Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what's to come.

Learn more
Estate

Estate

Effective estate management enables you to manage your affairs during your lifetime and beyond. With our qualified team’s collective experience, we'll help secure your legacy for generations to come.

Learn more
Insurance

Insurance

Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.

Learn more

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
Learn More
Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn More
Building a Solid Financial Foundation

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.
Learn More

Have a question? We're ready to help.

Thank you!
Oops!