Livingston Financial

About

Livingston Financial assists people with all aspects of Investment advice, including comprehensive Retirement planning and social security analysis.

Story

Livingston Financial assists people with all aspects of Investment advice, including comprehensive Retirement planning and social security analysis.

Mission

To inspire our clients to achieve True Wealth through education, communication, and service which exceeds their expectations.

Products

We aim to take the stress out of planning by providing a full service, holistic wealth planning solution.

We offer our clients access to eMoney, which allows our clients to fully aggregate all of their financial accounts into one website built for them. This allows us to create interactive financial planning scenarios and "what-if" scenarios with up to date information. Clients are also provided with an eVault, which allows them to store securely, all their financial documents in one place for easy access.

"We are a Financial Planning and Retirement Planning Firm focused on an exceptional customer experience in helping our customers plan for their personal financial goals and retirement goals with over 30 years of experience.Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC finra.org/sipc.orgThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness."