Frequently Asked Questions

Once you come on board with us, we conduct an in-depth exploration of your goals, values, and current financial situation. From there, we initiate a personalized planning process through a series of dedicated meetings. These sessions cover essential aspects such as income, investments, taxes, estate planning, and more, all tailored to help you achieve the lifestyle you aspire to, not just one you settle for. Our planning journey continues with ongoing support and regular check-ins to ensure your strategy remains aligned with your evolving life circumstances.

Absolutely. Choosing a financial planner is an important decision, and it’s smart to explore your options. You’re welcome to schedule a Complimentary Strategy Session—no pressure, just answers to your questions.

We are primarily a fee-based firm, charging a clear, tiered percentage based on the assets we actively manage. For clients who need standalone advice, we also offer financial planning services on a flat-fee basis when appropriate.

You’ll always know exactly what you’re paying and why—transparency is central to our approach. And if we’re not delivering value that exceeds the cost, you’re free to walk away at any time—no long-term commitments.

Transferring your investment accounts is a straightforward and secure process. We use the ACAT system, which moves your assets “in-kind”—so nothing is sold, and your investments remain exactly as they are during the transfer. Whether you're moving an IRA or a brokerage account, the only change is the login—you maintain full ownership and continuity. We won’t make any adjustments to your portfolio until you’ve reviewed and approved a personalized plan tailored to your goals and tax strategy.

We provide comprehensive financial planning and investment management, with a focus on helping you prepare for a long, fulfilling retirement. Services include:

Retirement income and Social Security planning

Investment and risk management

Tax-efficient strategies and Roth conversions

Estate and legacy planning

Business retirement plans (401(k), SEP, SIMPLE)

Ongoing financial education and personalized reviews

We specialize in proactive tax planning—not tax return preparation. Our goal is to help you uncover opportunities such as Roth conversions, tax loss or gain harvesting, charitable giving strategies, and income optimization to better manage healthcare costs or subsidies. Everything we do is aligned with your overall financial plan. While we don’t prepare or file your taxes, we work closely with your CPA to ensure each strategy is executed smoothly and effectively.

Managing your finances on your own can be time-consuming, stressful, and easy to get wrong. We bring years of experience, helping you avoid costly mistakes and stay on track. Our job is to simplify the process, save you time, and give you confidence in your financial future—so you can focus on what you enjoy.

Our clients are often professionals, business owners, and pre-retirees who are serious about planning for retirement. Many are navigating complex choices about pensions, taxes, and legacy — and they value having a clear, personalized financial roadmap.

At Longevity Wealth Strategies, we're not just about retirement planning; we're dedicated to enriching your entire wealthspan — those years when you're vibrant, self-sufficient, and financially empowered. Our Client Service Model guarantees proactive, tailored guidance that evolves with your needs. Backed by innovative tools and strategies, we're committed to enhancing your quality of life today and safeguarding your future prosperity.

We believe in consistent, collaborative service. Clients meet with us at least twice a year, and usually more often as we’re available any time questions arise. You'll also have access to a secure client dashboard, regular performance and risk reviews, and timely updates on planning opportunities.

Your plan is never off the shelf. We start with a deep understanding of your values, goals, and lifestyle. Then we build a customized strategy using tools to help you visualize your full financial picture and adapt over time

Yes — because a financial planner connects all the dots. We take a comprehensive view of your finances, so decisions in one area (like taxes or investing) support the big picture.

Our founder, Mark Sweeney, brings a unique perspective as a former IT and government contracting professional who transitioned into wealth management to help families build lasting financial confidence. Backed by a dedicated team and strong institutional resources, we combine analytical insight with real-life experience to guide your journey.

Onboarding is simple, clear, and focused on you:

Discovery Call – Let’s get to know each other.

Strategy Meeting – We’ll review your personalized financial roadmap.

Onboarding  – Setup your financial dashboard and complete paperwork.

Plan Implementation – We put your strategy into motion.

Ongoing Support – You get proactive reviews, regular updates, and an advisor who’s just a call away.

It begins with a simple conversation. Schedule a complimentary Strategy Session where we’ll learn more about your goals, answer your questions, and show you how we can help.