Life Strategy Partners Inc.

09/02/2026

One seat left in our OLLI class, and we cap it at 20 on purpose.

Retirement, Reclaimed. Eight Wednesdays, 1:00 to 2:30, in person in central Tucson. Sept 16 through Nov 4.

Income, Social Security, taxes, RMDs, Medicare, long term care, estate. You leave with a one page plan in your own handwriting.

Small enough that you can ask your own question and get a real answer.

If you know someone in the Tucson area who is recently retired, send this to them. One seat is not much, but it is the right one for somebody.

OLLI-UA membership required. Nothing is sold in this class.

Want the spring cohort? Comment "waitlist."

Educational program through OLLI-UA. Educational only, not investment, tax, or legal advice. Attendance does not create an advisory relationship with Life Strategy Partners Inc., a registered investment adviser.

Register here: https://olli.arizona.edu/pd/7167

04/03/2026

The spring semester of the Retirement Readiness Academy at OLLI UA - Osher Lifelong Learning Institute at the University of Arizona is a wrap.

Eight sessions. Two instructors. One goal: leave with a real retirement plan, not just good intentions.

We covered it all: spending plans, income mapping, tax strategy, healthcare, estate planning, and a 90-day action plan to put it into motion.

The certificate says it best: "No Longer Winging It in Retirement."
We are back in the fall. We are also working on bringing this course to a public venue in Tucson soon.

Know someone who needs a clear, no-nonsense roadmap for retirement? Send them here: https://olli.arizona.edu/page/home

08/16/2025

Working late to get ready for BFT Foothills Block Party!

Our team is burning the midnight oil preparing "Money Smart" totes for tomorrow's BFT event. These totes provide essential financial wellness resources, retirement planning guides, and investment education materials – because we believe financial fitness is just as important as physical fitness!

Just like your workout routine at BFT builds strength and endurance, building smart money habits creates long-term financial health. These curated totes include practical tools and worksheets to help you:

- Create a retirement game plan
- Understand investment basics
- Build emergency funds
- Navigate tax strategies

We're excited to meet the amazing BFT Foothills community and share how financial planning can support your overall wellness journey. Strong bodies AND strong financial futures – that's what we're all about!

See you bright and early at BFT! Who's ready to get Money Smart?

06/03/2025

🎯 Your Financial Journey Deserves a Strategy as Unique as You Are.

Life doesn’t follow a template, so why should your financial plan? Whether you’re building wealth in your prime earning years, preparing for the exciting transition to retirement, or already enjoying your best-retired life, we’ve got you covered.

Introducing our Life Plan 360 - Three tailored strategies for wherever you are in life:

💼 ACCUMULATORS (10+ years to retirement): Turn those peak earning years into strategic wealth-building opportunities. It's not just about making money - it's about making it work smarter.

🔄 PRE-RETIREES (Within 10 years): The most critical decade of your financial life. One wrong move could cost you years of security. Let's make sure every decision counts.

🏖️ RETIREES (Living the dream): You've earned this! Now let's make sure your money lasts as long as your adventures do. Balance living well today with protecting tomorrow.

No cookie-cutter advice. No one-size-fits-all solutions. Just real strategies for real life stages.

Ready to discover which Life Plan 360 is right for you? Drop a comment or send us a message to start your personalized financial journey today!

05/20/2025

We’re thrilled to announce that our Co-Founder, Chad Lawyer, has earned his Master of Science in Financial Planning from Kansas State University! Please join us in congratulating Chad on this outstanding achievement. 🎉

02/25/2025

Estate Planning Series (1 of 5): An Overview of Trusts

Are you looking to take charge of your financial future? Whether you want to manage your assets effectively, ensure your wishes are honored after you're gone, or prepare for unexpected challenges, trusts are a vital tool in fulfilling your estate planning aspirations.

At L|S|P our mission is to empower families like yours to create "Wealth for a Meaningful Retirement®."

Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of trusts exist, each designed for a specific purpose. Alt...

02/25/2025

We are thrilled to unveil our innovative boutique wealth management concept, "The Living Room." This extraordinary space is designed to cultivate authentic connections that surpass conventional financial planning. Together, we will craft your unique "Life Plan 360" - a personalized roadmap that mirrors your unique aspirations, values, and goals. With our expert guidance, your financial journey will be expertly tailored to who you are, empowering you to seamlessly align your dreams with your goals.

Sincerely,
Your Friendly Neighborhood Fee-Only Advisors

Our mission is to empower families like yours to create "Wealth for a Meaningful Retirement®."

6340 N. Campbell Ave. Suite 270, Tucson, AZ 85718
https://www.lspwealth.com/

02/03/2025

We have been working hard to introduce our innovative boutique wealth management concept, The Living Room. In this inviting space, we foster personal connections that go beyond traditional financial planning. Together, we will collaborate to craft your one-of-a-kind "Life Plan 360", ensuring that your financial journey is as unique as you are. Join us for a transformative experience that prioritizes your goals in a warm and friendly environment. Launching February 6th, 2025.

Sincerely,
Your Friendly Neighborhood Fee-Only Advisors

12/31/2024

We are excited to announce our new office location. New Year, New Location to better serve our clients.

12/11/2024

We are thrilled to share that our Co-Founder, Ananda Das, has achieved his CFP® designation! This milestone not only reflects his dedication but also enhances our commitment to providing exceptional financial advice to our clients.