who we help

  • MEDICAL PROFESSIONALS

    Our comprehensive planning approach attracts many medical professional because of the way we mix science and wealth management.  We also understand the many challenges medical professionals, and doctors specifically, face as they accumulate wealth and plan for retirement. 

  • PROFESSIONAL ATHLETES

    Because of much of the science behind our asset management and planning process, we have a solution that is very attractive to professional athletes who know they have a career with a limited duration and a need to plan for a future beyond professional sports.

     

     

  • IN OR NEAR RETIREMENT

    Many of our current clients are in or near retirement and have depended on our experience to help them plan for the income they need while also helping them manage risk, reduce taxes and lower fees.  Health and longevity assessment and planning are also key ingredients to a complete wealthspan plan. 

  • FEDERAL EMPLOYEES

    Federal employees have a unique retirement system and they depended on our experience to help them navigate their choices and plan for the income they need while also helping them manage risk, reduce taxes and lower fees.  Health and longevity assessment planning are also key ingredients to a complete wealthspan plan. 

  • BUSINESS OWNERS

    Business owners have a unique set of responsibilities, liabilities and opportunities that we need to help them plan for and through.  From key employee planning to company sponsored plans to business growth funding to business succession, we have the experience to help you plan and succeed. 

  • YOUNG PROFESSIONALS

    You may just be getting started and have time on your side, but the sooner you begin to plan for and work toward accumulating wealth and eliminating debt, the faster you'll find a path to financial freedom.  It isn't easy and doesn't come without sacrifices, but with the right education and tools, we can help you grow your net worth in substantial ways. 

  • INDIVIDUALLY TAILORED

    Many different professions have specific demands that can affect health and how you plan for wealth accumulation and distribution.  We custom design plans and portfolios to meet the individual needs of our many clients whose careers are varied significantly. 

Start a Conversation

Use the "Book Now" button below to access the calendar of a Wealthspan Advisor to have a casual conversation during a brief discovery call.  There is NOTHING to buy during this call.

Friends Talking
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.