About Livingston Financial Planning, Inc.
Founded in 2005, Livingston Financial Planning, Inc. specializes in providing comprehensive financial planning services to clients. The company prides itself on its team of experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals.
How the Advisor Helps Clients – Key Takeaways:
Livingston Financial Planning, Inc. offers a range of financial planning services to help clients achieve their financial goals. Some key takeaways include:
- Customized financial plans tailored to each client’s unique needs and goals
- Expert advice and guidance on investments, retirement planning, tax strategies, and more
- Regular portfolio reviews and adjustments to ensure clients stay on track towards their financial goals
- Ongoing support and communication to keep clients informed and educated about their investments and financial plan
Facts and Insights
Livingston Financial Planning, Inc. has achieved impressive growth and success in its 16 years of operation. Some notable facts and insights about the company include:
- Assets Under Management: $500 million
- Number of Advisors: 10
- Time in Business: 16 years
Financial Services Offered
Livingston Financial Planning, Inc. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
Clients Types
Livingston Financial Planning, Inc. serves a diverse range of clients, including:
- Individuals and families
- High net worth individuals
- Business owners
- Executives
- Retirees
Fees & Compensation
Livingston Financial Planning, Inc. operates on a fee-only basis, meaning they do not earn any commissions or fees from product sales. This ensures that their recommendations are always in the best interest of the client.
Clients can choose from a percentage-based fee on assets under management or a flat fee for financial planning services, depending on their needs and preferences. Full fee transparency is provided to clients, and there are no hidden fees or charges.
Background
Livingston Financial Planning, Inc. was founded by John Livingston, a highly experienced financial planner with over 25 years of experience in the industry. John’s passion for helping clients achieve financial success has been the driving force behind the company’s growth and success. Today, the company is known for its expert team of advisors, personalized approach, and commitment to providing exceptional service to clients.
Financial Advisor Disclosures to Know
Before hiring a financial advisor, it’s important to be aware of any potential conflicts of interest or disciplinary history. In the case of Livingston Financial Planning, Inc., there are no disclosures or disciplinary actions to report. The company holds itself to the highest ethical standards, and clients can trust that their financial well-being is the top priority.
In conclusion, Livingston Financial Planning, Inc. offers a comprehensive range of financial planning services to help clients achieve their financial goals. With a team of experienced advisors, a commitment to exceptional service, and a fee-only model, the company is well-equipped to help clients navigate the complex world of finance and build a secure financial future.