Worried About Running Out of Money in Retirement?
The Wealthspan Review™ shows you how long your money will last and what to do if there's a gap.
The Real Questions
You’ve worked too hard to wonder:
Will my savings last?
What if the market crashes again?
Am I overpaying in taxes?
Could healthcare wipe me out?
What if I live to 95?
These aren’t just questions about money. They’re about freedom, choices and living your retirement on your terms.
Most people don’t fail retirement because they didn’t save enough.
They fail because they didn't plan for how long they'd live, what healthcare would cost, and when the next market crash would hit.
Without a clear plan, uncertainty controls your future.
How We Help:
The Wealthspan Gap is the difference between how long you'll live and how long your money will last.
Most retirement plans ignore it. We fix it.
Here's how:
Longevity Income Planning
Not just "will you have enough?" but "will it last until 95?"
We build income strategies designed for 30+ year retirements.
Tax-Efficient Withdrawal Strategy
The wrong withdrawal sequence can cost you $50K-$150K over retirement.
We optimize which accounts you tap, when, and how much.
Market Risk Protection
Your portfolio needs to survive multiple market downturns.
We build guardrails so downturns don't derail your retirement.
Healthcare Cost Planning
Medicare, long-term care, and surprise medical costs can drain savings fast.
We model the real costs and plan accordingly.
Legacy & Estate Clarity
Your wealth should support your life first, then pass intentionally to those you love.
We coordinate with your legal and tax team to make it seamless.
Your Path to Retirement Clarity (Simple, No Pressure)
Step 1: Get Acquainted (15 minutes)
A quick conversation to understand your situation and see if we're a fit.
No pressure. No sales pitch. Just listening.
Step 2: Your Wealthspan Review™ (60-90 minutes)
We analyze your financial picture and show you:
Exactly how long your money will last
Your biggest risks (and how to fix them)
Your Freedom Risk Score™
You'll leave with: Your personalized Longevity Clarity Map™
Step 3: Your Action Plan (30-45 minutes)
We present your custom roadmap with:
Prioritized action steps
Impact projections for each strategy
Transparent pricing
Then you decide. No obligation. No pressure.
Why Families Trust Us With Their Retirement
Personal Attention, Enterprise Resources
Boutique advisor service supported by two Fortune 500 firms (LPL Financial & Prudential).
You get the best of both worlds.
Comprehensive Team Approach
We coordinate with your CPA, estate attorney, and other advisors.
One unified plan. No gaps.
Transparent Pricing
Founded by Someone Who's Been There
After caring for an aging parent, Mark transitioned from IT into financial planning.
He understands the personal side of money - Founders story No cookie-cutter solutions. Every plan is customized.