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Our Services

LifeSpan Financial Associates draws upon broad network of financial professionals to provide you with a wide-range of solutions to the complex personal, financial and business issues that you face every day.

What's more, we have extensive resources available to us through our affiliates which allows us to match nearly every concern you may have with an appropriate product, service or program.

The areas of planning in which we specialize include:

Retirement Planning

Planning for retirement can be a daunting task. 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. . Sifting through the mountain of information that is available out there can confuse even the most enlightened pre retiree. Let LifeSpan Financial Associates help you find your path. We use cutting edge technology to analyze and test your current retirement portfolio and to show strategies to maximize your retirement income so that your retirement dreams can be become a reality. Most importantly, we listen to you and guide you every step of the way.

Employee Benefits Planning

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. These benefit plans include:

  • 401(k), Simple, SEP, Money Purchase and Profit Sharing Plans
  • Major Medical Plans
  • Group Life, Disability and Long-term Care
  • Voluntary Supplemental Benefits

Wealth Accumulation

Whatever your short, mid or long term financial goals may be – Liquidity for business growth opportunities, planning for a comfortable retirement, helping create a college fund for your children, paying for a wedding or a vacation home -- we can help you establish a program utilizing such products as:

  • Stocks, Bonds and Mutual Funds
  • Fixed, Indexed and Variable Annuities
  • Fee-based Asset Management
  • 529 College Savings plans
  • REITS ,BDC’s LPs and Direct Participation Plans
  • Liquid Alternatives
  • IRA’s, Roth and 401k Rollovers

Insurance / Asset Protection

Since the money you earn is 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. We can review such products as:

  • Long-term Care
  • Term and Permanent Life Insurance
  • Disability Insurance
  • Individual Health Insurance
  • Medicare Supplements

Business Planning

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. We can help you with:

  • Business Continuation Planning
  • Selective Employee Benefit Plans
  • Key Man Insurance
  • Split Dollar Plans

And more...