LIFESPAN FINANCIAL STRATEGIES, INC.
WESTON, FLORIDA

Lifespan Financial Strategies, Inc. is a dedicated and client-focused financial advisory firm based in Weston, Florida. Founded on March 14, 1997, the company prides itself on fostering strong, long-term relationships with clients through a personalized approach to financial planning and investment management. With Laura Walsh serving as President, Lifespan Financial Strategies stands apart by emphasizing transparency and honesty while understanding the challenges of balancing life's demands. Operating under Florida Business Registration Number P97000024770, the company is classified as a Domestic Profit Corporation (DOMP). It maintains its records at 304 Indian Trace #264, Weston, FL. Lifespan Financial Strategies offers investment advice through a registered advisory platform while securities are offered via LPL Financial. Dedicated to 'Planning for Life,' the firm strategically employs tools and techniques that accommodate life’s surprises, ensuring financial planning is integrated with personal well-being. The company maintains a clear distinction from LPL Financial in services rendered. While primarily focused on providing investment advice, Lifespan also extends its expertise into tax advisory services. The operations of Lifespan extend to serving clients within Fort Lauderdale and Miami's renowned neighborhoods like Coconut Grove. Notably, the firm is conveniently located just 35 minutes north of the University of Miami campus, with an affinity for the community expressed by President Laura Walsh. Lifespan Financial Strategies remains committed to its foundational philosophy that financial health contributes significantly to overall life satisfaction, ensuring every client decision impacts positively both financially and personally.