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.”

T. Spencer Metcalf

President, CFP®

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
Monthly

Minimize Your Risk

  • Term, Whole Life,

    Universal Life, Indexed UL, & Variable UL

  • Short or Long Term, High Limit

  • Traditional LTC, Hybrid Solutions

Solutions for Business

  • Life Insurance Buy-Sell Agreements

  • Revocable Living Trusts, Marital &Family Trusts, Special Need Trusts

  • Planned Giving, Charitable Trusts,

    Irrevocable Life Insurance Trusts

Plan Your Legacy

  • 401(k), Profit Sharing,

    SEP IRAs, Simple IRAs

  • Group Life, Group Disability

  • Life Insurance, Disability