how we help
planning is the key
You are not a statistic.
You are unique, your life experiences and choices are different from everyone else, and your lifespan will also very likely be different than all the averages say it will be.
Science has made great strides in helping to determine lifespan and healthy lifespan. Wealthspan Advisors is focused on adding science to financial planning and wealth management so you no longer have to use assumptions and best guesses when considering the choices you should make to lead to the best life possible.
Wealthspan Advisors exists to provide a science-based, emotion-free environment for financial decision-making. After all, how many assumption-filled, emotional financial decisions have you made that worked out well for you?
The Planning We Can Help With
We specialize in holistic planning to help you reach your goals, no matter what they are or what type of financial products are needed to meet your needs. Our desire is to serve you first - knowing that if we can help you reach your goals and achieve your best health and wealth, we'll have done our job well.