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Retirement Income Planning/ Wealth Management

You work and save to build your nest egg and dream of the perfect retirement. Bad advice and old fashioned thinking can dash your dreams in an instant. LifeSpan Financial Associates can help you find your path. We use cutting edge technology to analyze and test your current retirement portfolio and will show you strategies to maximize your retirement income Most importantly, we listen to you and guide you all along the way.

Insurance /Asset Protection

Since your paycheck is your most important asset as well as the foundation of everything you do, it's important that you and your family are protected in the event that you die prematurely or become disabled. Through proper planning, we can help ensure that the money will be there to maintain your family's lifestyle.

Employee Benefits /Retirement Savings Plans

We work directly with your company's human resources department to understand their benefit plan needs and concerns. In conjunction with our strategic partners, we then help to develop programs best suited to the needs of the company and the employees with an eye toward cost savings

Financial Strategies for Small Business

Proper business planning can ensure the eventual transfer of your business to heirs or associates based on your personal desires, and provide you with strategies for using tax-favored business dollars to attract, retain and reward key employees.

Our advisors are dedicated to achieving your financial goals

LifeSpan Financial Associates serves the needs of individuals, small business owners, professionals and their families. We are a comprehensive Financial Services firm. Our network of professionals consist of Investment and Retirement Income Planners, Qualified Retirement Plan Consultants, Medical, Group and Voluntary Employee Benefit Associates, Social Security and Medicare Advisors and Life, Disability and Long Term Care Specialists.

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We Offer Personalized Plans to Match Your Needs

One-size fits all policies are best left to vacation bike helmets. At LifeSpan Financial Associates, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Individuals & Families

Whether you’re a party of one or six, LifeSpan Financial Associates customizes your investment strategies to fit your current needs and future goals.

Business Owners

We believe small businesses are the backbone of America. At LifeSpan Financial Associates, we do our utmost to help your business thrive.

Retirement Planning Toolbox

Are you are on the right track for retirement? Are you saving enough money? When should you take Social Security? Will you be able to afford healthcare? What will happen to my income if the stock market declines? Find tools and calculators that can help you find answers to these questions and some you may not have thought of by following this link:

Federal Employees Retirement Toolbox