CFP
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OUR PROCESS

The LivingStone Financial Path: a plan for wealth, as you define it.
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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, CDs, Mutual Funds, ETFs,

Real Estate Investment Trusts, Alternative Investments

 

Personal Retirement Planning

Traditional IRAs, Roth IRAs, Rollovers

 

Retirement Income Strategies

Annuities, Bond Ladders, Social Security optimization

RMD planning

 

College Funding

529 Plans, UGMAs, Cash-Value Life Insurance, Roth IRAs

 

Financial Planning

Hourly or Per plan

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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), 403(b), Simple IRAs,

SEP IRAs, Profit Sharing

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

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