For the Planners, the Builders, and the Legacy-Makers
Who We Serve Best
We’re not for everyone—and that’s by design.
At Longevity Wealth Strategies, we focus on you—not everyone else.
We specialize in guiding pre-retirees through critical financial decisions, whether it’s managing your retirement savings or crafting sustainable income strategies.
Our strength lies in working with individuals who cherish kindness, respect, and lasting connections. We understand that retirement planning is too significant to leave to chance, and our clients seek an experienced advisor to navigate this journey with them.
We’re here to address your most pressing questions and develop a personalized plan that mirrors your values, safeguards your future, and supports your current and future aspirations.
You’re Our Ideal Client If…
You prioritize clarity over complexity.
Your goal isn’t just to outperform the market, but to work towards financial freedom.
You think in the long-term, grounded in thoughtful planning
You value a genuine relationship, not just quarterly performance reports.
You’re interested in the impact of your money
You seek a strategy that’s as enduring as your ambitions.
Real people. Real stories. Real planning. It’s about you and your financial journey.
You’re Susan & Steve
Mid-50s. Kids almost launched. Career in full swing—or wrapping up.
You’ve saved diligently, invested wisely, and you’ve built a good life.
But as retirement gets closer, questions keeps rising:
“Are we truly ready to retire—or are we missing something critical?”
“We’ve worked hard for decades… is it finally okay to exhale?”
“Do we really have a plan—or just a pile of accounts?”
You don’t want to wing it.
You want someone to help you see the whole picture—and make smart, strategic decisions that set you up for the long game.
You’re Kevin & April
Tech leaders. Parents. Constantly in motion.
You’re juggling demanding careers, three kids, a mortgage, and multiple streams of compensation—salary, bonuses, RSUs, and private shares. You’ve built a good life, but the complexity is catching up.
“Are we making the most of what we earn?”
“Are we doing everything we should be for taxes, retirement, and the kids’ future?”
“Is our wealth actually working for us—or just sitting in limbo?”
You’re successful, focused, and responsible—but even high achievers need guidance.
You don’t want more spreadsheets. You want clarity. A plan that’s customized, tax-smart, and designed to give your family more choices—not just more stress.
You’ve outgrown DIY. Now it’s time for a strategy that matches your momentum.
You’re David
Entrepreneur. Owner. Problem-solver.
You built something from scratch—and now it’s time to turn your success into a strategy.
You're tired of hearing the same canned advice from people who don’t understand how wealth, taxes, and exit planning work for real business owners.
“How do I turn my business success into personal wealth?”
“What’s my exit strategy — and is it enough?”
You want strategic thinking.
You want control.
You want to know that the life you’re working for is actually going to happen.
You’re Lia
Doctor. Executive. Educator.
You’ve excelled in your career—but somewhere along the way, you put yourself last.
You’ve earned well, but you’re behind on planning.
You’re busy, overloaded, and tired of being told, “you’ve got time.”
“I take care of everyone else — but who’s looking out for me?”
“What’s the best way to structure my investments given my income?”
Because the truth is, you don’t want to work forever.
You want a retirement that’s intentional, not accidental.
You’re Carl & Denise
Married. Empty nesters. Life in Motion.
Retirement is close—but you’re caring for aging parents, juggling adult kids, and facing decisions that feel overwhelming.
You’re “the responsible ones” in the family.
But who’s helping you?
You’ve done a good job saving, but you’ve never had a real plan.
You’re worried about taxes, healthcare, longevity—and you don’t want to be a burden on anyone.
You’re looking for guidance, reassurance, and a clear plan for what’s next
You’re Marisol
Single mom. Three kids. Career in full swing.
You juggle it all—school drop-offs, late-night emails, college savings, and a mortgage.
You’ve worked hard to create stability, but deep down you wonder:
“Is it enough?”
Enough for college.
Enough for retirement.
Enough to give your kids a life with choices—not limitations.
“Am I strong enough to do this on my own?”