A complete list of active advisors currently associated with Lifespan Financial Strategies, Inc.

Warmer can help you find a great advisor at Lifespan Financial Strategies, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Lifespan Financial Strategies, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.