“I love my current financial advisors for managing my portfolio, but I needed a more specific strategy for my monthly income. LifeSpend Planning was the perfect bridge - it provided the spending blueprint I was missing without requiring me to move a single cent of my investments. Also, I never realized how much I was losing by pulling from the wrong accounts at the wrong time. LifeSpend Planning coordinated my withdrawals to minimize my lifetime tax bill. It’s 'found money' in my own accounts”

— M.M. Age 69, Jupiter, FL

“One thing I have learned over my career is the importance of perspective and the advantage of examining issues from multiple vantage points. I have worked with the same financial advisor well over 15 years and as both a certified financial planner as well as a CPA, he provides me with perspective from multiple vantage points. I took the opportunity to explore LifeSpend Planning out of curiosity and was pleasantly surprised to find yet another new perspective around my financial plan. LifeSpend Planning opens up a new portal and brings to light a very detailed analysis around questions which have yet to be examined with respect to spending rates within my overall financial plan. My focus has been on building financial freedom with very little thought about actually spending what has been built. The addition of a LifeSpend Plan rounds out my financial plan by providing efficient, flexible and effective options for spending.”

— T.F. Age 76, Bradenton, FL