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What We Can Offer You

As financial professionals, we want you to know that you can count on us in all circumstances – in the good and the bad times – to protect your assets in a volatile market. We believe in solving both the risk management and the insurance sides of your financial story in addition to your investment, accumulation, and income planning needs. Our main focus is on protection, accumulation, and preservation. With that in mind, our firm specializes in a variety of financial services, including services in the areas of financial planning, retirement income planning, investment management, insurance, and estate planning.

We offer personalized, hands-on service and educate our clients about financial concepts and products. LifeSpan Financial Partners strives to take the mystery out of investing, insurance, estate conservation, and preserving wealth. Our team understands the many challenges of planning for your financial future, and we know that the biggest concern for many is outliving their money. We focus on money management and other issues that are critical to your financial well being. Please browse the complete list of services that we offer below to learn more about how we can help.

Investments

Private Wealth Management

Managed Money

Managed Accounts

Mutual Funds

Exchange Traded Funds (ETFs)

Variable Annuity

Traditional IRA

Roth IRA

SEP IRA

Educational IRA

UTMA

UGMA

529 Plas

CDs

Bonds

Stocks

Government Securities

Brokerage Accounts

Financial Planning

Retirement Planning
Retirement Income Planning
Taxation
401K
403B
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Buy-Sell Agreements
Business Planning
Succession Planning
Key Employee Plans
Wellness – Financial Literacy

Employee Education
Spending & Savings Plans
Cash Flow Analysis

Insurance

Life Insurance
Term Insurance
Cash Value Insurance
Survivorship Insurance – 1st & 2nd to die
Guaranteed Issue Insurance
Final Expense Insurance
Health Insurance
Disability Income Insurance
Critical Care & Cancer Insurance
Dental Insurance
Medicare – Supplement & MedAdvantage Plans
Health Savings Accounts
Employee Benefits
Fixed Annuities
Single Premium Immediate Annuities
Multi-Year Guaranteed Annuities
Fixed Indexed Annuities
Variable Annuities
Structured Annuities
Deferred & Immediate Annuities
Property & Casualty – Auto & Home +

Please feel free to browse the rest of the site to learn more about us and what we stand for. If you feel that you would like to set up a discovery meeting to get started on planning for your financial future, you can contact us and rest assured that we will respond as soon as we can. We look forward to meeting you!