WHO WE SERVE
LifeLong Financial Corp. specializes in serving the complex financial needs of professional property investors and individuals navigating life’s transitions.
Our customized solutions instruct you on the smartest tax-saving options that your CPA may not have told you about. We offer financial choices for personalized wealth-building strategies.
At LifeLong Financial Corp. we respect the wealth you worked so hard to build. We are your ally.
Your Wealth.
Your Legacy.
Our Expertise.
What are YOUR Priorities?
TESTIMONIALS
Our commitment to wealth preservation, tax deferral, and legacy building has won the trust of our valued clients over the years.
Here are a few words from some of our clients:
MORE TESTIMONIALS
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George Green | President at Company Z
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John Doe | Manager at Lorem Ipsum
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Lorem Ipsum | Manager at Company Z
At LifeLong Financial Corp., navigating complex financial matters is our skill, but our true passion is helping people.
We hold the trust of every client in the highest regard. Whether you require wealth management, are a commercial real estate investor contemplating a sale, or have a client interested in advanced tax strategies, now is the time to reach out.
IT’S NOT ABOUT HOW MUCH YOU MAKE,
IT’S ABOUT HOW MUCH YOU KEEP.
When you’re selling highly appreciated assets, complex legal and financial issues can scale up fast. Trying to minimize tax payments becomes a task that nears “mission impossible.” The same is true for the intricacies of 1031 exchanges when managing a real estate portfolio. Not to mention the risk of elevated tax spending during a retirement process. These are significant threats to wealth creation efforts and legacy-building.
LifeLong Financial Corp. cuts through the stress and uncertainty. Our tax deferral strategies are the result of hard-won experience coupled with a long history of legacy planning expertise.
ABOUT MICHELLE FORD
Michelle Ford moved from Queensland, Australia to New York City with the glow of Wall Street in her eyes. She holds a Bachelor’s of Applied Science in Property Economics from Queensland University of Technology. Michelle has over two decades of industry experience and has earned the following designations:
- Certified Financial Planner™ (CFP®)
- Certified Tax Specialist™ (CTS™)
- Certified Estate and Trust Specialist (CES™)
Michelle takes the time to get to know who you are. She excels at uncovering your goals that maybe you, yourself, had not yet fully defined.
PUSHING BOUNDARIES FOR YOUR WEALTH
Michelle was buying stocks in Australia when she was 16. She also loved reading tax code. There’s nothing Michelle treasures more than getting deep into the details and unearthing unexpected opportunities. At LifeLong Financial Corp. we challenge conventional norms to help people get the most out of their wealth and to uncover game-changing tax strategies that will save their hard-earned money.
Let’s talk about the right solution for you.