From the Desk of Kelli...

From the Desk of Kelli…

“NBA star Dwyane Wade made $196 million during his 16-year basketball career, but still sticks to a budget.”

This article explains the importance in planning for all. Planning done well helps outline a path, removing stress and guesswork in our futures.

Regular update meetings keep us on track.

Don’t underestimate the power of a good plan!

Live on and live well!


Investment advisory services are offered through Golden State Equity Partners, LLC (“GSEP”), an investment adviser registered with the U.S. Securities and Exchange Commission. Longevity Wealth is a DBA of GSEP. CA Insurance Lic# OH03261