Our Firm

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.

Our objective is to help you, your family and/or your business identify your individual planning needs and then provide logical, well designed solutions.  To accomplish this, we take a step-by-step approach to personal and business planning, designed to help you identify and address your unique goals and objectives.

We work with you to review your current situation, determine your present needs and future financial objectives, and then devise and implement a strategy to help you achieve your goals.  When appropriate we will work together with your other financial professionals.

We take the commitments we make seriously, and we are dedicated to providing you with quality products and services.  Toward that end, each of our associates receives ongoing training and education in the areas that we specialize.   
It is this commitment to excellence that makes our organization the best that it can be and that keeps us on top of our game.  We look forward to speaking with you to assist in your financial needs.