Longevity Wealth Strategies

Longevity Wealth Strategies Longevity Wealth Strategies

Because this isn’t just retirement planning. It’s designing the rest of your life. What if life throws me a curveball? No jargon.

Longevity Wealth Strategies helps individuals and families plan for longer, stronger lives with holistic financial planning, retirement income strategies, and investment management tailored to support you now and into the future. Most people don’t leap out of bed thinking, "Today’s the day I reinvent my financial future." But they do wake up wondering:

Will I have enough? Am I making smart decisi

ons… or just putting things off? That’s where we come in. We work with people who care deeply about their future—and want a guide, not a salesperson. No smoke and mirrors. Just conversations that make sense. Our role is simple: Listen. Clarify. Build a plan that matches your life—not someone else’s template. Because here’s what we believe:

Your wealth should serve your life, not control it. The best plans are human-sized: simple, personal, and flexible. Money is fuel for freedom—not a scoreboard. If you’re standing on the edge of retirement, looking out at the years ahead, this is the moment to make them count. No pressure. No hard sell. Just clarity—on your terms. The best time to plan your future? Before it shows up at your door. Schedule a Complimentary Strategy Session and take the first step toward your long-term financial confidence.

🌐 www.longevitywealthstrategies.com

How Sequence of Returns Risk Affects Your Retirement Income by Mark Sweeney |
05/07/2026

How Sequence of Returns Risk Affects Your Retirement Income by Mark Sweeney |

Protect your portfolio from market volatility. Learn how sequence of returns risk affects retirement income and how to build a resilient strategy.

Why a Financial Plan Is Never Finished (And Why That's Good) by Mark Sweeney
05/07/2026

Why a Financial Plan Is Never Finished (And Why That's Good) by Mark Sweeney

A good financial plan is a living system. Learn why ongoing adjustments are the secret to long-term wealth stability and peace of mind.

05/01/2026

What is Wealthspan? by Mark Sweeney

April 15 is only 25 days away! Just a friendly reminder that Tax Day is just around the corner. While many may have thei...
02/04/2026

April 15 is only 25 days away! Just a friendly reminder that Tax Day is just around the corner. While many may have their ducks in a row, tax-wise, today is a good time to connect with your tax professionals to confirm you've met all the deadlines or make any necessary arrangements!

NEW TEAM NETWORK FORMINGVienna Venture NetworkYou're Invited. Please Join us!Thursday, January 29th8:00-9:30 amJoin Zoom...
01/28/2026

NEW TEAM NETWORK FORMING

Vienna Venture Network

You're Invited. Please Join us!

Thursday, January 29th

8:00-9:30 am

Join Zoom Meeting

https://zoom.us/j/8441746861

Password: Achieve26

Mobile 301-715-8592 (Washington DC Area)



See you all in cyber space!!



* FREE FOR MEMBERS & GUESTS

* NO CHARGE TO ATTEND BUT PLEASE RSVP IN ADVANCE



Are you good at what you do?

We want to meet you.

We are the Vienna Venture Network. We are an exclusive category networking group.

We meet every Thursday morning starting at 8:00. The 1st Thursday is an in-person networking breakfast and the following Wednesdays are online Zoom conferences.

We share agendas designed to facilitate meaningful introductions, engaging conversations and referral partnerships to foster long-term business relationships that will help grow the team, and more importantly, our bottom lines.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
01/22/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
01/10/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Supporting your Wealthspan.
01/07/2026

Supporting your Wealthspan.

Retirement rules quietly changed and most people have not adjusted their plans.SECURE 2.0 reshaped how Required Minimum ...
12/30/2025

Retirement rules quietly changed and most people have not adjusted their plans.

SECURE 2.0 reshaped how Required Minimum Distributions work, creating new opportunities to reduce taxes, extend flexibility, and keep control of your income. But without a strategy, RMDs can still become an expensive surprise.

Read now: The RMD Trap Nobody Talks About:https://www.longevitywealthstrategies.com/longevity-files/the-rmd-trap-nobody-talks-about

Address

1919 Gallows Road
Vienna, VA
22182

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 9am - 12pm

Website

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