LIFELONG FINANCIAL CORP.
We believe that it’s not about how much you make, but how much you keep. LifeLong Financial Corp is dedicated to providing comprehensive financial advisory services, leveraging business savvy, property economics insight, and innovative tax-saving choices, all in one place.
With your goals in mind, we guide you through every financial stage, from retirement preparation and wealth transfer to wealth building, tax deferral, and beyond. As an independent, solution-oriented firm, LifeLong Financial Corp offers tailored services to suit each client’s needs.
Whether you’re an asset accumulator, business owner, or hold a portfolio of properties, we educate you on smart tax-saving options that your CPA may not have told you about. Our personalized wealth-building strategies are designed to respect and enhance the wealth you’ve worked so hard to build.
Our founder, Michelle Ford, is committed to being your ally. She is personally involved with every single client. After all, it’s more than just numbers; it’s your legacy. Trust our expertise to secure your financial future.
MICHELLE FORD
The founder of LifeLong Financial Corp discovered her passion for finance on her 4th birthday when she received a toy cash register. After university, Michelle Ford moved from Queensland, Australia to New York City with the glow of Wall Street in her eyes. Her career has been dedicated to helping clients protect and optimize their wealth while educating them on smart tax-saving choices.
With over two decades of industry experience, she holds a Bachelor of Applied Science in Property Economics from Queensland University of Technology in Australia and has earned the following industry designations:
- Certified Financial Planner™ (CFP®)
- Certified Tax Specialist™ (CTS™)
- Certified Estate and Trust Specialist™ (CES™)
Michelle has also been coined the “Social Security Queen” for her expertise in Social Security planning and optimization claiming strategies.
In 2011, Michelle founded LifeLong with a vision to provide solution-oriented, independent financial services to baby boomers transitioning from accumulation to distribution phases and beyond.
Her ultimate goal has been for clients to feel confident and gain clarity about their retirement planning without paying unnecessary taxes.
Over the years, she has incorporated innovative tax-deferral services for investors, especially those involved with real estate. There are many tax-smart strategies Michelle educates clients on, including 1031 facilitation.
The Wall Street Journal, The Philadelphia Inquirer, and Investment News. As a respected industry member, Michelle has been a speaker at national industry events and conferences and provides training to industry peers.
Are you ready to minimize taxes
and expand your wealth?
Click to watch the video and learn more about Michelle’s passion for getting deep into the details and unearthing unexpected opportunities for your wealth.