Lifespan Financial Strategies, Inc.
SEC RegisteredWe Make the Complex Simple
About the firm
LifeSpan Financial Strategies is a family business founded by Laura Walsh, operating since 1997, that guides clients through financial planning as a fiduciary. The firm offers comprehensive financial planning covering investment, tax, retirement, and estate planning, with a specialty in the Florida Retirement System (FRS). Their motto is 'Planning for Life,' reflecting a commitment to personalized, client-centered service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning including investment planning, tax planning, retirement planning, estate planning, Florida Retirement System (FRS) and Florida DROP System guidance, cash flow management, income distribution strategies, Social Security maximization, beneficiary planning, and employee benefits.
Who they serve
FRS employees, police and fire professionals, small business owners, and individuals needing help with employee benefits or retirement planning.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $100,000 | 1.10% |
| Next $400,000 | 1.00% |
| Next $500,000 | 0.90% |
| Next $4,000,000 | 0.80% |
| Over $5,000,000 | 0.70% |
Data as of August 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lifespan Financial Strategies, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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