Wealthspan Review™

A clarity session for people approaching retirement

What this is

The Wealthspan Review™ is a structured clarity session.

It brings income, savings, investments, taxes, protection, and life considerations together into a single, high-level view.

The purpose is clarity.
Not decisions.
Not recommendations.
Not a full financial plan.

What you walk away with

Most people leave the Wealthspan Review™ with:

• A one-page view of their entire financial life
• A clearer understanding of how decisions interact over time
• Insight into where confidence is strong and where it is not
• Perspective on whether deeper planning would be useful

The clarity you gain is yours to keep.

Before you go further

This short video walks through what happens during a Wealthspan Review™, so you can decide whether it feels useful to you.

Why this conversation exists

Most financial uncertainty is not caused by one bad decision.

It builds quietly as life changes and decisions begin to interact.

Income.
Investments.
Taxes.
Health.
Family.

When these pieces are managed separately, confidence slowly erodes.

The Wealthspan Review™ exists to step back and see whether the system still makes sense.

Who this is for

This conversation is designed for people approaching or navigating retirement decisions who want confidence that their financial system can support life as it unfolds.

It resonates most with people who value:

• Perspective over predictions
• Understanding over urgency
• Decisions that hold up over time

If you are looking for forecasts or quick answers, this may not be the right fit.

What happens next

Requests for a Wealthspan Review™ are reviewed to ensure the conversation will be meaningful and worth your time.

If it is not the right next step, we will tell you and help guide you toward other resources.

This protects your time and ours.

Your Next Step

Request a Wealthspan Review™

No pressure. No obligation. Just clarity before decisions are made.

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.