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Text Content

Client Login
Menu


 * Home
 * How We Help
 * About 
   * Our Leadership Team
   * Our Advisors
   * Our Mission
   * Services
   * Useful Links
 * Our Locations
 * Career Opportunities
 * Client Resources 
   * Retirement
   * Estate
   * Investment
   * Insurance
   * Tax
   * Money
   * Lifestyle
   * Tools
   * Glossary
   * Tax Resources
 * Contact

Client Login


FINANCIAL ROADMAP

We will help you develop a thorough, easy-to-follow financial roadmap for you to
align your decisions with and help make progress toward your goals.

Learn More

FINANCIAL ADVISORS, INSURANCE ADVISORS, AND CONSULTANTS

We believe in supporting a team with diverse backgrounds and expertise so that
we can deliver a variety of financial services to our clients in the most
comprehensive and efficient way possible.

Learn More

COMPREHENSIVE RISK-BASED FINANCIAL PLANNING

Our experienced professionals will sit down with you to analyze your risk
tolerance and build a carefully-designed financial plan that is tailored to your
unique situation.

Learn More

FINANCIAL ROADMAP

We will help you develop a thorough, easy-to-follow financial roadmap for you to
align your decisions with and help make progress toward your goals.

Learn More

FINANCIAL ADVISORS, INSURANCE ADVISORS, AND CONSULTANTS

We believe in supporting a team with diverse backgrounds and expertise so that
we can deliver a variety of financial services to our clients in the most
comprehensive and efficient way possible.

Learn More

COMPREHENSIVE RISK-BASED FINANCIAL PLANNING

Our experienced professionals will sit down with you to analyze your risk
tolerance and build a carefully-designed financial plan that is tailored to your
unique situation.

Learn More

FINANCIAL ROADMAP

We will help you develop a thorough, easy-to-follow financial roadmap for you to
align your decisions with and help make progress toward your goals.

Learn More



DIVE INTO OUR STORY

LifeSpan Financial Partners stands apart from the rest in the sense that we were
built by advisors, for advisors. We were founded with the intention to be a
comprehensive advisory firm for financial services with a large number of
resources available for our clients. From our firm’s inception, we have made a
point to pose two significant questions to each of our clients.

When was the last time you sat at the kitchen table or the boardroom table and
had all of your financial advisors present at the same time?

When you enlist the services of our experienced professionals, you’ll have our
entire team at your fingertips to help you plan, implement, and maintain
strategies that will help you reach each and every one of your financial goals
and needs. Because our firm is constantly adapting to new methods of technology
and communication, we are proud to be available for you whenever you may need
us.

How coordinated a plan can you have if the right hand doesn’t know what the left
hand is doing?

Let’s face it – the conversation gets more muddled when more people are added
into it. As the number of variables surrounding your finances increases, the
potential for obstacles to arise increases as well. When you work with LifeSpan,
you can rest assured that your plan will be seamlessly communicated and
implemented because everyone involved is all on the same team. Our vision is to
provide everything you need when you’re searching for effective solutions to
achieve your financial goals – the only place you need to look is here at
LifeSpan.

Our team is eager to help you feel comfortable and confident in your financial
future. We hope you'll browse the various resources available on our website,
and we welcome the opportunity to meet and discuss your unique financial
circumstances.


CULTIVATED FOR YOU
YOUR GOALS ARE THE KEY TO RAMPANT GROWTH

Secure futures are achieved through discipline, planning and strategy. Like the
strongest of trees, the seeds you plant today will lead to a lush canopy of
comfort, shelter, and protection tomorrow.

Organic growth underlies all we do at LifeSpan Financial Partners. Together,
we'll design a roadmap that starts with the future you want and ends with your
dream retirement. Our approach is designed to help your plan weather the
harshest of storms.

Learn more


OUR PROCESS

While our diverse team has the knowledge and experience to handle many of your
financial needs, we specialize in the shift from accumulation to distribution
and we will analyze your financial picture before we make any recommendations or
suggestions on your plan. Once we decide that we are a good fit for each other, 
we will continue to develop a holistic, trusting and long-lasting relationship
with you to better understand your goals and objectives and how we can help you
reach them.

Learn more


OUR PHILOSOPHY

We believe in implementing trust and integrity throughout everything we do at
our firm. Because we are independent and hold no loyalties to anyone but our
clients, we have the freedom to operate solely on what is right for you. Our
team understands that it is a big decision to trust us with your financial
future, so we promise to work only in your best interests regardless of the
services that you choose to take advantage of.

Learn more


HOW MUCH DO YOU KNOW ABOUT INVESTING?

These days, investing in financial markets is a common practice. Yet, many
Americans remain under-informed about how various investment products really
work. Want to know how you rank? Challenge yourself with our brief quiz, "Test
Your Investing IQ."

First Name
Last Name
Email

Address

Take the Quiz




 YOUR GOALS. OUR STRATEGIES.

Discover an array of services that we offer for all of your financial needs.


INVESTMENTS

Smart investing shouldn't perplex, puzzle, or confound. Our data-driven
strategies may help you avoid even the deepest of pitfalls.
Learn more


RETIREMENT

Enjoy the fruits of your labor. We can help you build a retirement strategy that
is sure to keep you excited for what's to come.
Learn more


ESTATE

Effective estate management enables you to manage your affairs during your
lifetime and beyond. With our qualified team’s collective experience, we'll help
secure your legacy for generations to come.
Learn more


INSURANCE

Our dedicated professionals can help create the insurance strategy you need.
Protect your family, with our help, from the financial consequences of life's
unexpected events.
Learn more


HELPFUL CONTENT

Curated articles, videos, and more, for a financially savvier you.


STAY SAFE WITH A B.O.P. AT YOUR BACK

Learn about the advantages of Business Owner Policies with this highly
educational and fun animated video.
Learn More


ARE YOU PREPARED FOR AN ESTATE TAX SUNSET?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to
make the most of the higher threshold.
Learn More


THE HALF MILLION DOLLAR BABY

The true cost of raising a child may be far more than you expect.
Learn More


HAVE A QUESTION? WE'RE READY TO HELP.

Name
Email
Address
Phone
Message
Send
Thank you!
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CONTACT

Office: 608.540.5244

3167 Berlin Drive

midwest@ffig.com



QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators

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The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.



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