Lifespan Financial Strategies, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lifespan Financial Strategies provides advisory services to individuals (including high-net-worth clients), trusts, estates, retirement plans and business entities, offering financial planning, portfolio management, and tax-preparation services. The firm also assists clients in selecting third-party money managers and implements recommended strategies through the AssetMark platform.
The firm’s portfolio management is primarily non-discretionary—Lifespan states it must obtain client approval before executing transactions—and it typically allocates among asset classes or model portfolios rather than performing in-depth quantitative or qualitative analysis of individual securities. Lifespan uses and monitors third-party money managers and model portfolios offered on the AssetMark platform to meet client objectives.
Distinctive features disclosed in the brochure include $357,426,385 in client assets managed on a non-discretionary basis, a practice that is uncommon among comparable team firms, and that persons providing investment advice are licensed insurance agents who may earn commission-based compensation for insurance sales. The firm also discloses that it receives economic benefits from AssetMark (including use of financial planning software), requires directed brokerage to the AssetMark platform, and provides tax-preparation services—each of which the brochure identifies as potential conflicts of interest.
Client services
Expertise
Fee options
Financial planning initial appointment fee of $350.
$0 - $100,000: 1.10% $100,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000 - $5,000,000: 0.80% $5,000,000+: 0.70%
Commissions earned by persons licensed as independent insurance agents for selling insurance products, separate from advisory fees.
$150 per hour (negotiable depending on complexity and scope) for financial planning and consulting services.
Main office
1655 North Commerce Parkway, Suite 203
Weston FL 33326
Advisors at this office
4
Most active in
Florida · Georgia · New Hampshire · North Carolina · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Laura W
CFP®, Series 63, Series 65
Weston, FL
Lifespan Financial Strategies, Inc.
Laura Walsh is a CFP® professional at Lifespan Financial Strategies, Inc. in Weston, FL, with 29 years of industry experience. She worked at LPL Financial for 11 years before returning to Lifespan Financial Strategies, where she has been since 1997. She is also licensed to sell non-variable insurance in Florida. Lifespan Financial Strategies provides financial planning, portfolio management, and tax-preparation services to individuals, trusts, estates, retirement plans, and business entities. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party money managers through the AssetMark platform.
Mary H
Series 63, Series 66
Weston, FL
Lifespan Financial Strategies, Inc.
Mary Hersey is a financial advisor with Lifespan Financial Strategies, Inc. in Weston, Florida, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at Edward Jones for six years before joining Lifespan in 2020. Lifespan Financial Strategies provides advisory services to individuals, trusts, estates, retirement plans, and business entities, offering financial planning, portfolio management, and tax-preparation services. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party money managers and model portfolios through the AssetMark platform.
Sherwood F
Series 65
Weston, FL
Lifespan Financial Strategies, Inc.
Sherwood Forman is a financial advisor at Lifespan Financial Strategies, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial LLC for three years. Forman is also licensed to sell non-variable insurance in Florida, dedicating a small portion of his time to this activity. Lifespan Financial Strategies provides financial planning, portfolio management, and tax-preparation services to individuals, trusts, estates, retirement plans, and business entities. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party money managers and model portfolios through the AssetMark platform.
Raquel T
ChFC®, Series 65
Weston, FL
Lifespan Financial Strategies, Inc.
Raquel Teich is a financial advisor at Lifespan Financial Strategies, Inc. with three years of industry experience. She holds the ChFC® designation and Series 65 license. Her work history includes roles at Elizabeth Blau + Associates and academic experience at Cornell University and the University of Pennsylvania. Lifespan Financial Strategies serves individuals, trusts, estates, retirement plans, and business entities by providing financial planning, portfolio management, and tax-preparation services. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party money managers and model portfolios through the AssetMark platform.
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