Tax Strategist | Wealth Advisor | Certified Exit Planning Advisor
Risk Manager – Insurance Services | Founder, LifeLong Advisory Corp.

Michelle Ford is a tax strategist who brings the different parts of a client’s financial life into a coordinated plan. For over 30 years, she has worked with wealth advisors, family offices, business owners, and property
owners, helping connect specialized services with the client’s broader goals.

As Founder and innovator of LifeLong Advisory Corp., her registered investment advisory firm, Michelle coordinates investment advisory and financial planning services with complementary business lines focused
on tax strategy, exit planning, and insurance. She helps business owners evaluate their exit strategies, provides risk management through her insurance services company, and works with property owners exploring tax deferral through 1031 exchange strategies. Each service has a distinct role in supporting the overall plan.

Michelle brings the relevant professionals into the conversation early, working alongside wealth advisors, family offices, CPAs, attorneys, and M&A professionals. She helps align their perspectives around the client’s
priorities, so decisions about a business sale, property exchange, insurance coverage, or retirement income are considered together. Her focus is on how each decision affects the others and the resources available for what comes next.

A Certified Exit Planning Advisor (CEPA®), Michelle also holds the CFP®, CTS™, and CES™ designations and a
Bachelor of Applied Science in Property Economics from Queensland University of Technology.

Michelle’s goal is to help clients see the full financial picture, understand their choices, and move forward with
a plan that connects their wealth, risk management, and legacy priorities.

Disclosure
Investment advisory services are offered through LifeLong Advisory Corp, a registered investment adviser, only in jurisdictions where appropriately registered or exempt from registration. Registration does not imply a certain level of skill or training or constitute approval or endorsement by the U.S. Securities and Exchange Commission or any state securities authority.

This biography is for informational purposes only and does not constitute personalized investment, tax, or legal advice. Tax strategies depend
on individual circumstances and applicable law; tax savings or deferral are not guaranteed. Implementation should be coordinated with qualified tax and legal professionals. Investing involves risk, including possible loss of principal. Professional designations do not guarantee results. Additional information about the firm is available through its Form ADV and the Investment Adviser Public Disclosure database.

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