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, 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

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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), 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.

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