Many individuals still need a solid financial plan, which is crucial for achieving financial success. Those who have developed a plan or sought assistance may have relied on outdated life expectancy tables, averages, and assumptions, potentially overlooking the importance of accurately assessing their life expectancy.

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At Wealthspan Financial Partners, our mission is to enhance the planning process by integrating advancements in aging science and facial analytics.

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Wealthspan refers to the number of years your wealth needs to last, ensuring you can meet your financial needs and desires while still leaving an inheritance. Achieving this goal results in a positive Wealthspan—an outcome we strive for. Conversely, a neutral or negative Wealthspan outcome increases the risk of depleting your resources before passing away.

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A clear understanding of lifespan and healthspan is essential for determining Wealthspan. Unfortunately, the financial advisory community has largely overlooked these critical factors, impacting millennials saving for retirement, Gen X and baby boomers nearing retirement, and those already retired.

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"Lifespan and healthspan planning are foundational to understanding Wealthspan."