Longevity Wealth Strategies Financial Planning & Investment Management · Vienna, VA · Nationwide
You spent decades building wealth.
Retirement changes the job.
Growth still matters. But as retirement approaches, your wealth also needs to create income, manage risk, navigate taxes, preserve flexibility, and support the life ahead.
45 minutes. No fee. No preparation required. In person or by video.
As retirement gets closer
The questions become more connected.
Can we afford to stop working?
What changes if we retire sooner, work longer, or ease into retirement?
Where will our paycheck come from?
How will guaranteed income, retirement accounts, and investments provide what we need?
What if life changes the plan?
Can we adjust when markets, healthcare costs, spending, or family priorities change?
Who we work best with
You are approaching retirement or recently retired. You have spent years building financial resources, and now income, investments, taxes, healthcare, risk, and family priorities are becoming connected decisions.
Why working together matters
One retirement decision can affect everything around it.
Consider one seemingly simple decision: retiring at 65.
What happens if
we retire at 65?
Employment income ends.
What replaces it, and when?
Investments take on more jobs.
How much needs to grow, and how much may need to provide income?
The income mix changes.
Which accounts should fund spending, and when?
Coverage and costs change.
How will healthcare fit into the years ahead?
The Wealthspan idea
Wealth is what you have built.
Wealthspan is what it can support.
For decades, the primary job was building wealth. As retirement approaches, growth still matters, but your financial resources have more jobs to do.
They may need to provide income, continue growing, manage risk, navigate taxes, preserve flexibility, respond to change, and support the people and priorities that matter to you.
Wealthspan is about getting those jobs to work together around the life you want your wealth to support.
Learn what Wealthspan meansWorking with Longevity Wealth Strategies
Make a plan. Put it to work. Keep it working.
We bring the decisions together, build the plan around the life you want your wealth to support, and help put it into action.
Know what needs to happen.
In a defined, paid planning engagement, we examine your actual information, evaluate the choices ahead, and establish priorities across the parts of your financial life that increasingly affect one another.
Move from advice to action.
We help carry out agreed recommendations and coordinate the steps and people involved. You know what comes next, what we are working on, and what needs your decision.
Give investments more than one job.
When we manage your investments, we build and oversee the portfolio around continued growth, the income it may need to provide, your time horizon, risk, taxes, and future flexibility.
Keep the pieces working together.
As markets, tax rules, health, spending, family needs, and priorities change, we revisit the decisions that matter and adjust the plan and investment strategy with them.
Planning defines the jobs. Investment management helps the portfolio do its part. Ongoing coordination keeps the decisions connected as life changes.
Planning in practice
See what happens when the decisions connect.
We saved for years. How do we turn it into income without giving up growth?
Susan and Steve had savings across retirement and taxable accounts. Their situation illustrates how retirement timing, withdrawals, guaranteed income, taxes, healthcare, and investments need to be considered together.
Explore Susan and Steve's situationWe could step back. What would each choice change?
Michael and Renee were weighing full time work, a reduced role, consulting, and retirement. Each path affected income, taxes, healthcare, and the investments that might need to support them.
Explore Michael and Renee's situationOur income is strong. Are all of these financial decisions actually working together?
Kevin and April were balancing compensation, investments, taxes, and future choices. Their situation illustrates how decisions that look separate can affect diversification, liquidity, taxes, and long term flexibility.
Explore Kevin and April's situationThese are hypothetical situations based on real life examples. They illustrate the kinds of decisions planning can address, not results promised to any individual.
See more situations we help withThe people behind the relationship
You should know who is doing the work.
Coordinating financial decisions requires more than a plan. It requires people who stay involved. At Longevity Wealth Strategies, you work directly with Mark and Khy Sweeney.
Mark Sweeney
Mark leads your Wealthspan Review, investment strategy, and ongoing advice. He helps evaluate how the decisions ahead affect one another and what deserves attention first.
Khy Sweeney
Khy leads the planning process and client experience, coordinating information, communication, and next steps so decisions made in meetings move into action.
Where the relationship begins
Start by seeing how your financial life fits together.
The Wealthspan Review™ is a 45 minute conversation designed to help you see your financial life in one coordinated view. We start with the life you are preparing for, then build the major financial resources and decisions surrounding it on one page.
Together, we identify what connects, what deserves attention, and what can wait. If deeper planning would add value, we explain the scope and fee before you decide whether to continue.
Clarity before decisions. No fee. No preparation required. No commitment to move assets.
Khy will follow up personally to confirm your time.