Summer Family Dinner

Do You Know If You’re Paying More Taxes, Paying Higher Fees Or Achieving Lower Performance Than You Should Be?

 

We Help People, Like You, Find Out.

The Intersection of Aging Science and Wealth Management

Wealthspan Advisors...
 
a company that came into being because two scientists in the field of longevity study joined forces with two experienced financial advisors with a vision of helping people realize their greatest wealth and health by being aware of both and the impact each has on the other. 
 
By introducing aging science into the wealth planning conversation, we start from a foundation based on your unique attributes and build a plan that is completely unique to you, your lifespan, your healthspan and the gap that may exist with the lifespan and healthspan of your spouse, if applicable.  It's a conversation you've likely never had and an experience you've likely never heard of, but it's instrumental in financial decision making.

As Financial Advisors, It Isn’t Our Job Or Goal

To Sell Anything To Anyone

It’s our job to find out who you are, where you are, and what you want to accomplish so we can design a plan together to get you there. We will concentrate on several topics which often include risk management, distribution or income planning, RMD and tax planning, estate planning, and longevity planning. The financial products that are recommended are only recommended because they will help you accomplish your goals - that's the only thing that matters.
As independent fiduciary advisors, we are held to a legal responsibility to make recommendations that are in your best interest with no conflicts of interest based on how we get paid. The fact that we are independent also means we don't have any proprietary products or company quotas we need to meet.  So, you can rest assured that any recommendation concerning any financial product is made with your best interest in mind.

“The reason why most people face the future with apprehension instead of anticipation is because they don’t have it well designed.”

... Jim Rohn
Money is a means to an end, but what end are you trying to accomplish?
  • Peace
  • Health
  • Fulfillment
  • Clarity
  • Happiness
  • Significance
we want to help you identify the end you'd like to accomplish and then put a plan in place so you'll do just that.
The people that live happier, healthier, and wealthier lives in their later years tend to be those that planned ahead. While many of the usual problems that arise in old age do not discriminate between planners and non-planners, such as the onset and progression of age-related diseases and their attendant costs, the consequences of these events, when they do occur, can influence our lives in entirely different ways depending on whether, when, and how we planned for them.

Request Our book

We're excited to offer a complimentary copy of our new book entitled...
 
Pursuing Wealthspan
How Science is Revolutionizing Wealth Management

Get the Book!

Complete the required information below to receive a free digital copy.  If you'd like a hard copy, please provide your mailing address.

CONTACT

US

800-456-7890

Client Support:

support@wealthspanadvisors.com

Advisor Inquiries:

info@wealthspanadvisors.com

VISIT

US

Monday - Friday

8:00 am - 5:00 pm

and by appointment 

 

TELL

US

IMPORTANT DISCLOsuRES

Investment Advisory Services offered through Wealthspan Investment Management, LLC (WIM), a Michigan Registered Investment Adviser.  The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.

 

Wealthspan Advisors, LLC and WIM are not affiliated.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. 

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Wealthspan Investment Management, LLC.

© 2021 by Wealthspan Advisors, LLC.