L|S|P
will be launching
2024
Life Strategy Partners is a Fee-Only Wealth Management Firm that will offer their Meaningful Conversations® framework to encourage and support thoughtful discussions between clients and their wealth manager along with their comprehensive Life Plan 360® system to a maximum of 50 families per wealth manager. This will allow us to get to know our clients, their families and the unique challenges they face on a personal level.
To join on our waitlist, please email chad@lspwealth.com or give us a call 520-222-9604.
Our comprehensive Life Plans are specifically tailored towards your life's stage with two offerings:
"Accumulation" Life Plan 360®
This Life Plan is designed for those who are 10 or more years away from retirement and focused on accumulation.
"Retirement" Life Plan 360®
This Life Plan is designed for those who are already retired, or within 10 years of their desired retirement date.
"Wealth for a Meaningful Retirement"
