Melissa Ahearn Lange, CLU®, CLTC®
Financial Advisor


Longevity Partners


We are a wealth management firm specializing in helping successful business owners and c-suite executives create and execute a well thought-out multi-generational financial plan. We often serve as their financial quarterback, helping them integrate with their other advisors and strategies. We challenge our clients to think differently about their wealth, and to block out the noise and more freely focus on their life goals. With a team of top-tier specialists across the US, we leverage the sharpest minds and insights to address each client’s unique situation. A steady, long-term approach allows our clients to rest assured we are with them through their entire journey. 

 

My team and help clients implement a durable foundation for managing their wealth; looking at core capital preservation, inflation protection, risk management, tax strategies, and legacy planning.

OUR MISSION is to build long-term, trusting relationships by first seeking to understand your vision, values, and financial goals. It is our priority to provide comprehensive planning, superior services, and excellent communication aimed to achieve financial independence by overseeing the management and distribution of your wealth as you endure unavoidable life changes.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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