Longevity Planning?

Today and for Decades to Come

Money isn’t the goal - it’s the fuel for a life well-lived.

At Longevity Wealth Strategies, we combine two powerful ideas, Wealthspan and Longevity Planning, to help you align your wealth with your purpose and vision, so you can live well, live long, and live wisely.

What Is Wealthspan?

Your Wealthspan is the time in your life when your money gives you the confidence to live the way you want without fear of running out money or making costly mistakes.

It’s not just about saving. It’s about making your wealth actively support your lifestyle, your values, and your legacy for as long as you live.

What Is Longevity Planning?

Longevity Planning is what makes Wealthspan last.

We go beyond simply “getting you to retirement.” Our focus is preparing you for the decades after years that are often more dynamic, more unpredictable, and more exciting than the working years you’re leaving behind.

Your future could include:

• Freedom of time → living on your schedule, not someone else’s.

• Travel and adventure → exploring the world or the places closer to home you’ve always dreamed about.

• Family and relationships → more time with grandkids, reconnecting with loved ones, and deepening the bonds that matter most.

• Pursuing passions → starting a business, giving back, learning something new, or diving into hobbies you love.

• Health and well-being → living not just longer, but better.

And yes, your journey may also include switching careers, caregiving, or living decades longer than your parents ever imagined.

Longevity Planning prepares you for all of it so your wealth supports the life you truly want, without the fear of running out.

Why This Matters Now

Life expectancy has shifted from 67 to 87+. Retirement is no longer a 10 year sprint. It’s a 30-year (or longer) journey.

Without a clear Wealthspan & Longevity Plan, you risk:

• Paying unnecessary taxes and making premature withdrawals.

• Losing flexibility when life changes.

• Family conflict over your legacy.

• Stress and decision fatigue.

Our Approach

Every client story is unique. Our process is designed around you:

• The Wealthspan Review → Rethink your entire financial arc, not just “retirement.”

• Risk & Resilience Mapping → Be prepared before life throws a curveball.

• Discovery Before Strategy → We listen first, plan second.

• Living Legacy Planning → See your impact in action while you’re here to enjoy it.

• Concierge-Level Resources → Because aging well requires a team, not just a spreadsheet.

The Outcome

With a plan grounded in your values, you’ll gain:

• Clarity to see your future with confidence.

• Control over your income, investments, and tax strategy.

• Flexibility to adapt when life changes.

• A lasting legacy that reflects who you are.

Your Life Is an Open Road

Let’s make the next 40 years your best 40 years.