I am Peter Livingston, a financial consultant and resident of Mooresville, North Carolina, since 2004 having relocated from a lifetime of living in the Boston area. Serving clients from as far away as Maine to Florida to California, we aim to become your long term trusted adviser through careful, thoughtful investment planning with rigorous analysis.
Clients hire us to help with questions such as: When can I retire? Can you manage my 401k rollover from my prior employer? How do we create income from our assets? How should we save for our children’s education? How does Social Security fit into my retirement plan? Are we on the right track?
If you seek similar answers please feel free to contact us for a complimentary confidential look at your current situation. Whether you’re in need of a new planner or just want a second opinion.
Having more than 25 years of experience, we look forward to working with you through all stages of your life. Please call (704) 658-9190
Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. You can receive my guidance and the added convenience and transparency of an automated investing solution to start working toward your financial goals. Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts. It’s a great solution for our clients kids or grandkids to get started investing with the assistance of Livingston Financial.
Guided Wealth Advising refers to Guided Wealth Portfolios (GWP), a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL.FutureAdvisor and LPL are non-affiliated entities. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Comission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.