LongView Planning Partners - Tupelo

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LongView Planning Partners - Tupelo Here to help you work to achieve your financial goals. Disclosures - https://www.longviewpp.com/licensing

10/14/2026

The 4% rule has long been a familiar starting point for retirement withdrawals. But is it the right approach for everyone? Not necessarily!

Some withdrawal strategies prioritize predictable income. Others adjust spending based on market performance and portfolio value.

The question isn't just how much you can afford to withdraw each year. It's how that decision fits into your overall financial picture.

Your retirement income strategy should account for your lifestyle, other income sources, taxes, and long-term goals. Because retirement planning isn't just about building wealth. It's about knowing what to do with it.

If you’re ready to talk, give us a call at (662) 842-0222 or set up a meeting here: https://calendly.com/d/cpdn-srk-yxb

Our office will be closed today, Monday, October 12, in observance of Columbus Day.We’ll resume regular business hours t...
10/12/2026

Our office will be closed today, Monday, October 12, in observance of Columbus Day.

We’ll resume regular business hours tomorrow, October 13, and look forward to serving you then!

A little before & after. A lot of history and a future worth investing in.From its original days as Tupelo’s Greyhound b...
10/09/2026

A little before & after. A lot of history and a future worth investing in.

From its original days as Tupelo’s Greyhound bus station to its new chapter as the home of Longview Planning Partners, this building has seen its share of change.

We’re proud to have invested in a piece of downtown Tupelo’s history while building a place to help our clients plan for their own futures.

A special thank you to talented local artist, Christie Griffin of Griffin Collective , for beautifully capturing the past and present of our new home!

Who's looking at your whole financial picture?Managing investments is one thing. Building a comprehensive financial plan...
10/08/2026

Who's looking at your whole financial picture?

Managing investments is one thing. Building a comprehensive financial plan is another.

At LongView, we help connect the pieces. Swipe to learn more and see why it matters. →

Some books earn a permanent spot on the coffee table.“The Art of the Long View” Published more than 30 years ago, but th...
10/06/2026

Some books earn a permanent spot on the coffee table.

“The Art of the Long View”

Published more than 30 years ago, but the idea still holds: you can’t know exactly what the future will bring. But, you can plan thoughtfully for it.

Around here, you might say we’re partial to the long view.

These aren’t decisions that exist in a vacuum. How you prepare for future care can affect your retirement income, your a...
10/05/2026

These aren’t decisions that exist in a vacuum. How you prepare for future care can affect your retirement income, your assets, your family, and the flexibility you have later.

At LongView, we help clients look at those pieces together, so long-term care considerations become part of the broader financial plan, not a decision made in isolation.

Have you considered how long-term care fits into your financial plan? Let’s start the conversation. Call or message us!

A little pop of color outside our office lately. 🌸 We’re enjoying the sunshine and blooms before real fall hits! One of ...
10/01/2026

A little pop of color outside our office lately. 🌸 We’re enjoying the sunshine and blooms before real fall hits!

One of the perks of calling Downtown Tupelo home is that there’s always something worth slowing down to notice!

There’s no shortage of financial information out there. What’s harder to find is clarity.At LongView, our work is ground...
09/28/2026

There’s no shortage of financial information out there. What’s harder to find is clarity.

At LongView, our work is grounded in a simple belief: having a plan can help reduce the distractions of the marketplace and lead to more confident financial decisions.

For the clients we serve, that means looking beyond individual accounts or one-time decisions to build a comprehensive financial plan around the bigger picture.

These more than words on our website. They’re the values that shape how we work with the people who trust us with their financial lives.

Financial planning is about more than investments.It’s about understanding how retirement, taxes, insurance, estate plan...
09/24/2026

Financial planning is about more than investments.

It’s about understanding how retirement, taxes, insurance, estate planning, cash flow, and the decisions you make today all work together.

At LongView, we take a comprehensive approach to financial planning by helping you see the full picture, make informed decisions, and adjust your plan as life changes.

Because your financial life has a lot of moving pieces. Your plan should connect them.

Learn more at longviewplan.com.

Ever heard of the bus stop downtown? That’s our new office!!! The building historically served as a Greyhound Bus Lines ...
09/23/2026

Ever heard of the bus stop downtown? That’s our new office!!!

The building historically served as a Greyhound Bus Lines stop, connecting people to places near and far. Today, we’re grateful to be part of its next chapter right here in Downtown Tupelo.

Come see us at 201 Commerce Street! 🚌

Address

201 Commerce Street
Tupelo, MS
38804

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+16625032839

Website

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