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, 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

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

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.

Investment adviser representative and registered representative of,
and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member FINRA, SIPC)
LivingStone, LLC is not a subsidiary of nor controlled by Voya Financial Advisors.
Federal and state insurance and securities rules and regulations prohibit registered representative(s) and/or investment adviser representative(s) from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction. We are registered to offer Securities in SC, NC, GA, AL, AK, AZ, CA, CO, CT, DC, FL, HI, IA, IL, KY, LA, MD, MA, MI, MN, MO, MS, MT, NH, NJ, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, WI, WV.
We are licensed to offer insurance products in SC, NC, GA.
Online Privacy Policy, Privacy Promise

OUR PROCESS