Wealthspan & Longevity Planning?
Align Your Wealth With What Matters Most
Today and for Decades to Come
Because 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 health, 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 finances give you the clarity, confidence, and control to live the way you want—without fear of running out or making costly mistakes.
It’s not just about saving; it’s about making your wealth actively support your lifestyle, values, and legacy for as long as you live.
What Is Longevity Planning?
Longevity Planning is what makes Wealthspan last.
We go beyond “getting you to retirement” to help you prepare for the decades after—when life is more dynamic, more unpredictable, and often more exciting.
Your future could include:
Switching careers at 60.
Launching a business at 70.
Becoming a caregiver at 75.
Living years longer than your parents ever imagined.
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:
Unnecessary taxes and premature withdrawals.
Financial inflexibility during life changes.
Family conflict over your legacy.
Stress and decision fatigue.
Our Approach
Just like 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 30 years your best 30 years.