Align Your Wealth to Serve the Life You Want
Today and Tomorrow
Build a life that doesn’t run out of money.
Align your wealth with your values, today and tomorrow.
At Longevity Wealth Strategies, we don’t start with charts or jargon.
We start with you:
your values
your goals
your priorities
Because money isn’t the goal. It’s the tool.
A tool that gives you the freedom to live well today and plan confidently for tomorrow.
The Real Questions
If you’re nearing retirement, chances are you’ve wondered:
“Can I retire when I want to?”
“Will I run out of money?”
“What happens if the market drops again?”
“Am I missing tax-saving strategies?”
“What if healthcare costs drain my savings?”
These aren’t just money questions.
They’re about freedom. They’re about choices.
Our Philosophy
Too many people work hard their entire lives only to feel uncertain about what’s next. Retirement shouldn’t feel like guesswork or fear.
Our why is simple: To help you live a life of clarity, control, and confidence, without the fear of running out of money.
Our Approach
Managing wealth doesn’t have to be complicated.
We begin with a Wealthspan Review™ - a clear, visual snapshot of your entire financial picture. It shows exactly where you stand today, what’s working, and where risks may exist.
From there, we create an initial plan that reflects your values and goals. No one-size-fits-all. No guesswork. Just clarity, confidence, and a roadmap.
And because life evolves, your plan adapts with you, coordinating investments, taxes, estate strategy, retirement income, and more, year after year.
How We Help:
Forget the old retirement script. Together, we’ll design a new one - built for clarity, confidence, and control.
Retirement Income Planning → A steady income plan that lasts as long as you do.
Investment Management → Purpose-driven strategies, not guesswork.
Risk Analysis → Be ready before life throws a curveball.
Tax-Efficient Strategies → Keep more of what you’ve earned.
Estate Planning → Pass on what matters, with intention.
What to Expect
Tailored, not templated. Tailored, not templated. Plans built around you, supported by trusted CFPs, CPAs, and estate attorneys. Every piece works together, and we’re with you every step of the way, not just at the beginning.
Ready to Begin?
Your first strategy session is complimentary.
No pressure. Just clarity.