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Meet The LifeSpan  Team

The Team Behind Our Success.

Our staff at LifeSpan Financial Strategies is more than just a team; we're a family dedicated to your financial well-being. With years of expertise and a passion for helping others, we create a welcoming and supportive environment for our clients. Working with us means receiving personalized attention, honest advice, and a collaborative approach to achieving your financial goals. We pride ourselves on our transparency, flexibility, and commitment to excellence, ensuring that every step of your financial journey is handled with care and precision. Join us, and experience the difference of working with a team that truly cares about your success.

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Our Journey of Caring and Commitment.

LifeSpan Financial Strategies is a family business with deep roots and a heartfelt mission. Founded by Laura Walsh 30 years ago, it all began in our family home. Laura, previously a counselor, recognized that many of her clients' issues were tied to finances. Frustrated by the lack of qualified financial professionals who prioritized genuine help over selling products, Laura decided to take matters into her own hands. She became a Certified Financial Planner™ to offer the compassionate, direct financial guidance she knew her clients needed.


Laura's children have joined the business and have spent nearly a lifetime watching her commitment to her clients. Today, our tenured staff is proud to be part of this journey, committed to helping people achieve financial clarity and peace of mind. At LifeSpan, we're more than a business; we're a family dedicated to making a difference in the lives of those we serve.

Stability and Confidence Through Transparent, Honest, and Client-Centered Service.

LifeSpan Financial Strategies is a small firm by choice, dedicated to building strong, long-term relationships with our clients. We understand that life can be stressful and overwhelming, so our services and communication are designed to address your financial concerns, allowing you to focus on what matters most. We take our time to discuss decisions thoroughly, considering their impact on your life and family. Our motto, 'Planning for Life,' reflects our commitment to helping you succeed and get the most out of life. No one strategy fits everyone, so we give every client our undivided attention from planning to execution. We look forward to serving you with excellence and helping you achieve a meaningful and purpose-driven financial future.

Planning for Life

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