Our Process

The LivingStone Financial Path: a plan for wealth, as you define it.

Through our wealth planning process we help our clients see the big picture and together, we identify where they are on their personal, financial path. This involves taking an account of all aspects of your financial life and putting a plan together that we can help you understand, implement, and keep up-to-date.

Services

Invest in your Goals

Investing

Stocks, Bonds, Mutual Funds, ETFs,

Alternative Investments, CDs

Personal Retirement Planning

Traditional IRAs, Roth IRAs

Retirement Income Strategies

Social Security optimization, Dividend & Fixed Income

Equity drawdown strategies, RMD planning, Annuities

College Funding

529 Plans, UGMAs/UTMAs

Financial Planning

Hourly or Per plan

Minimize Your Risk

Life Insurance

Term, Whole Life, Universal Life, Variable UL

Disability Insurance

Short or Long Term, High Limit

Long Term Care Insurance

Traditional LTC, Hybrid solutions

Solutions for Business

Retirement Plans

401(k), Profit Sharing,

SEP IRAs, Simple IRAs

Employee Benefits

Group Life, Group Disability

Key Person Insurance

Life Insurance, Disability

Plan for your Legacy

Succession Planning

Life Insurance Buy-Sell Agreements

Trust Strategies*

Revocable Living Trusts, Marital &

Family Trusts, Special Need Trusts

Estate Planning Strategies*

Planned Giving, Charitable Trusts,

Irrevocable Life Insurance Trusts

*For a comprehensive review of your personal situation, always consult your legal advisor. Neither Cetera Advisor Networks LLC, nor any of its representatives may give legal advice.

Upcoming Seminars

Each seminar consists of two evening sessions from 6:15pm to 9:00pm

Dates: to be announced

SEE DETAILS

Check out this financial professional's background on Finra BrokerCheck.
Securities and advisory services are offered through Cetera Advisor Networks LLC, (doing insurance business in CA as CFGAN Insurance Agency LLC)
member FINRA, SIPC, a broker-dealer and registered investment adviser.
Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Advisor Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Advisor Representative who can offer both types of services.
This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact representatives listed on this site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com

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OUR PROCESS