This is Your Path.

We’ll Guide You.

Financial Planning, Reimagined

Most plans feel generic. Ours never do.

At Longevity Wealth Strategies, we design living blueprints—custom-fit to your life, goals, and legacy. They grow with you, bringing clarity and confidence.

This isn’t about spreadsheets and jargon. It’s about aligning wealth with purpose—so your money fuels a meaningful life.

Whether you're building, retiring, or protecting what matters—we meet you where you are with evolving strategies that fit.

Clarity. Confidence. A Plan That Fits.

Choose from three levels of service—each built to guide your journey with care and precision.

  • Person walking to camp along a path

    Foundation Financial Plan

    One Step Changed Everything

    Where Your Journey Begins

    Think of Foundation as your financial launchpad. We help you get organized, create clarity, and set the right trajectory from the start. It's foundational planning with real traction—not fluff.

    Initial Planning: From $2,200 (Year 1)

    Ongoing Membership: $1,540

    Best for: Ambitious DIYers, young families, or professionals who want expert input while staying hands-on.

    What You Get:

    Foundational Financial Plan

    Goal Prioritization Strategy

    Cash Flow review and budgeting strategy

    Review income sources and spending patterns

    Develop a 12-month spending plan

    Establish emergency savings

    Plan for major expenses

    Net worth & risk snapshot

    Maximize 401(k) and IRA strategies

    Calculate required savings for retirement and/or financial independence

    Consolidate and align retirement assets

    Detail analysis of current investments and asset allocation

    Get recommendations based on goals and risk tolerance

    2 (30) minute strategy sessions

    48-hour email response

    Tax prep referral

    All plans come with access to your own personal financial dashboard that provides your complete financial picture and specific goals.

    New to financial planning? Start with our Foundation Plan—built for clarity and control.

  • Climber preparing their hands with chaulk

    Ascent Financial Plan

    Every Reach Brought Me Closer

    For Those Climbing Higher

    When your finances become more complex, Elevation brings structure, strategy, and proactive thinking.

    It’s financial planning with altitude—for people building more than just a bank account.

    Initial Planning: $4,500 (Year 1)

    Ongoing Membership: $3,150

    Best for: High earners, business owners, complex financial situations, employees with equity compensation, and those seeking complete financial mastery

    Includes everything in Foundation, plus:

    8-10 page financial plan with detailed action items

    Retirement income planning and projections

    Tax planning optimization strategy

    RSU/Stock option planning (if applicable)

    Benefit & equity compensation reviews

    Calculate funding goals for different college scenarios

    Choose the best type of account to fund education goals

    Aim to maximize tax-advantaged accounts to pursue desirable growth potential

    Strategically use tax-loss harvesting to keep more money working toward your goals

    Home purchase affordability analysis

    Estate planning

    Additional (2) 60 minute strategy sessions

    Unlimited email support

    All plans come with access to your own personal financial dashboard that provides your complete financial picture and specific goals.

    Is your nest egg growing with intention? Discover the Ascent Plan for professionals in their peak earning years.

  • person standing on a mountain peak looking at the sunrise

    Pinnacle Financial Plan

    Now I See Everything Clearly

    Where Purpose Meets Paycheck

    You’ve climbed the mountain—now you need a smart descent.

    Summit is built for those nearing or living in retirement who want a calm, confident plan to pursue turning assets into income and preserve their legacy.

    Initial Planning: $3,500 (Year 1)

    Ongoing Membership: $2,450

    Best for: Pre-retirees and retirees seeking income clarity and clarity.

    Includes everything in Foundation, plus:

    8-10 page financial plan with detailed action items

    Retirement income strategy

    Dynamic “Guardrails” Modeling

    Retirement Budgeting Projections

    RMD Tax Projections

    Roth Conversion Modeling

    Lifestyle Changes

    Family Wealth Planning

    Social Security Optimization

    Medicare Navigation

    Estate & Long-Term Care considerations

    Tax Efficiency Planning

    Advanced distribution modeling

    Coordination with legal & tax experts

    (1) additional 60 minute strategy session

    Retirement Income Strategy Session

    All plans come with access to your own personal financial dashboard that provides your complete financial picture and specific goals.

    Retirement is closer than you think. Let’s tailor your Pinnacle Plan to help you live well and leave a legacy.

Book Your Complimentary Strategy Session

Let’s Talk About What Matters Most to You

We’ll listen, answer your questions, and see if we’re the right fit—for now and for what’s next.

You don’t need all the answers. Just a starting point—and a guide you can trust.