Pre Retirees
When can you retire?
How do you coordinate it all?
Let our decades of experience help you plan.
Retirees
Is your estate plan in place?
Are you living a worry-free retirement?
Let our Decades of experience help you plan.
Our Goal By Your Side Every Step of the Way
Your life is ever-evolving, and so are your financial needs. We are your committed partner for navigating financial change throughout your life. Our personalized and impactful wealth management solutions confidently guide you through your life’s transitions.
What Clients Are Saying
When my husband died, I inherited a very valuable asset… his investment advisor.. Peter Livingston. Unsure how to proceed, Peter guided me through the process of honoring my husband’s wishes and he made it so easy. The speed of his responses has been awesome. Of course, I’m moving other investments into Peter Livingston’s care. Martha F. NY
This statement is a testimonial by a client of the financial professional as of 6/11/2024. The client has not been paid or received any other compensation for making these statements as a result the client does not receive any material incentives or benefits for providing the testimonial.
When I wanted to transfer my assets from one place to another, it took me two-three years to find just the right person. Peter Livingston has met all my expectations, and has been an excellent financial professional, helping me attain a secure future. Sheila R. NC
This statement is a testimonial by a client of the financial professional as of 7/15/2024. The client has not been paid or received any other compensation for making these statements as a result the client does not receive any material incentives or benefits for providing the testimonial.
Livingston Financial has been providing expert financial assistance and guidance for three generations of my family. Whether creating a portfolio for growth or the security of a well-established retirement plan, Livingston Financial has always been there for us. Frank D. NC
This statement is a testimonial by a client of the financial professional as of 8/13/2024. The client has not been paid or received any other compensation for making these statements as a result the client does not receive any material incentives or benefits for providing the testimonial.
Ready To Get Started? A reliable process and dedicated team to serve you throughout your financial journey.
Your decision to work with Livingston Financial will stem from your desire to receive careful and collaborative advice, dynamic investment management, a reliable team, and an ongoing commitment to achieving successful outcomes. We love what we do for our clients, and our goal is for you to love what we do for you.
Step 1:
Discovery
During this phase, we take the time to get to know our clients and gather and review all necessary data to formulate strategies. We conduct in-depth interviews and document reviews to identify our client's financial goals, needs, and concerns. This phase is crucial in ensuring that we have a comprehensive understanding of our client's financial situation.
Step 2:
Solution
This phase involves working collaboratively with our clients to create plans that address their needs and concerns. We encourage our clients to provide feedback throughout this process, as it is essential to ensure that their unique needs are met. We also identify and prioritize action items to ensure that our clients stay on track to achieve their goals.
Step 3:
Implementation
The most important aspect of a financial plan is putting it into action. This is why we continue to meet and work with you to take the necessary steps to accomplish your goals. We’re here to support you in whatever way you need, whether that is an accountability partner or a cheerleader. We also coordinate with your other professionals, such as your attorney or CPA.
Work With Us Live Today, Plan for Tomorrow
With decades of experience, we are committed to you and your family and seek to provide you with the confidence to meet your lifelong goals. Whether it’s the birth of your child or grandchild, the excitement or nervousness of retiring, selling a business, moving to a new state, or finding yourself suddenly single, we take pride in assisting you on your lifelong journey.
Our Process
We create strategies that are tailored to your needs and goals.
Our History
Years of experience have prepared us to guide you through your life transitions.
Redefining
Financial Education
Livingston Financial is pleased to provide various ways to keep you up to date and educated on many financial topics.
Contact Us Let's Get Started
At Livingston Financial, we act as fiduciaries. Placing your interests first is the cornerstone of our relationship. We’ve done it this way for over 35 years and can now share our approach with you.
From our first conversation, you’ll find us asking about everything in your financial life—not just the money you may want to invest. Achieving your financial goals requires an open and honest dialogue that incorporates more than just the numbers; it includes the emotions attached to them, too.
When you hire Livingston Financial, you get an experienced team dedicated to getting your financial house in order – and we’ll work hard to help you.