0
Skip to Content
Longevity Wealth Strategies
Longevity Wealth Strategies
Welcome
Process
Who We Serve
Financial Planning
About
Meet the Team
Services
Investment Philosophy
Contact
Resources
Client Portal
Wealthspan and Longevity
The Longevity Files
Technology Tools
FAQ
Let's Work Together
Longevity Wealth Strategies
Longevity Wealth Strategies
Welcome
Process
Who We Serve
Financial Planning
About
Meet the Team
Services
Investment Philosophy
Contact
Resources
Client Portal
Wealthspan and Longevity
The Longevity Files
Technology Tools
FAQ
Let's Work Together
Welcome
Process
Who We Serve
Financial Planning
Folder: About
Back
Meet the Team
Services
Investment Philosophy
Contact
Folder: Resources
Back
Client Portal
Wealthspan and Longevity
The Longevity Files
Technology Tools
FAQ
Let's Work Together
Mark Sweeney 8/13/25 Mark Sweeney 8/13/25

The 3-Bucket Strategy: A Smarter Way to Plan for Your Retirement

Read More
Mark Sweeney 8/12/25 Mark Sweeney 8/12/25

Value for Money: The Overlooked Key to Financial Wellness

Read More
Mark Sweeney 8/9/25 Mark Sweeney 8/9/25

The Hidden Costs That Surprise Many Retirees

Read More
10 Common Reasons Financial Plans Fail — And How to Avoid Them
Mark Sweeney 5/24/25 Mark Sweeney 5/24/25

10 Common Reasons Financial Plans Fail — And How to Avoid Them

Read More
7 Life-Defining Questions We Help You Answer
Mark Sweeney 5/24/25 Mark Sweeney 5/24/25

7 Life-Defining Questions We Help You Answer

7 Life-Defining Questions We Help You Answer

Read More
How Paying Your Child Through Your Business Can Save You Money on Taxes
Mark Sweeney 5/11/25 Mark Sweeney 5/11/25

How Paying Your Child Through Your Business Can Save You Money on Taxes

How Paying Your Child Through Your Business Can Save You Money on Taxes

Read More
Prepare for Retirement and Align Your Future
Mark Sweeney 5/11/25 Mark Sweeney 5/11/25

Prepare for Retirement and Align Your Future

Prepare for Retirement and Secure Your Future

Read More
What Is Legacy Planning—and Why It Matters More Than Ever
Mark Sweeney 5/28/19 Mark Sweeney 5/28/19

What Is Legacy Planning—and Why It Matters More Than Ever

What Is Legacy Planning—and Why It Matters More Than Ever

Read More
Build a Financial Strategy That Supports Your Life
Mark Sweeney 5/28/19 Mark Sweeney 5/28/19

Build a Financial Strategy That Supports Your Life

Do you have a financial strategy?

Read More
Life Happens. Do you have an Emergency Fund and is it Ready?
Mark Sweeney 5/28/19 Mark Sweeney 5/28/19

Life Happens. Do you have an Emergency Fund and is it Ready?

Life Happens. Do you have an Emergency Fund and is it Ready?

Read More
What Are Your Concerns About Financial Risk?
Mark Sweeney 5/28/19 Mark Sweeney 5/28/19

What Are Your Concerns About Financial Risk?

What are your concerns about risk?

Read More

Welcome Financial Planning Investment Management Process Client Portal Contact Strategy Session FAQ

LPL Enterprise Form CRS

Mark Sweeney is Financial Planner with, and offer securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA and SIPC, and an affiliate of LPL Financial. LPLE and LPL Financial are not affiliated with Longevity Wealth Strategies.

Khy Sweeney is an employee of Longevity Wealth Strategies and is not affiliated with LPL Financial or Prudential.

Longevity Wealth Strategies and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

© 2025 Longevity Wealth Strategies, LLC. All rights reserved.