Livingston Financial Planning
 

Buz Livingston, CERTIFIED FINANCIAL PLANNER™
Registered Investment Advisor, Florida and Georgia

Livingston Financial Planning, Inc. is a NAPFA registered, fee-only financial planning and investment management firm located in Walton County, Florida. In addition to our Santa Rosa Beach office, we have a Miramar Beach office which allows us to conveniently work with clients from Destin and Fort Walton Beach to the beaches of South Walton along 30A.

Buz Livingston, CFP® provides hourly investment advice for clients from all walks of life with no account minimums. “I like working with clients as they are accumulating wealth just as much as I like working with the already wealthy". Buz Livingston helps you analyze where you are financially versus where you want to be. He only uses financial tools that work best for your financial goals and risk tolerance. Bonds, mutual funds, exchange-traded funds, insurance policies, annuities, and fixed income should work for you; you should be aware of their cost. Fee-only financial advice provides that knowledge.

For more information, contact Buz at 850-267-1068 or email him at

Buz@LivingstonFinancial.net.

 

Don't forget to take advantage of year-end planning strategies.


 

Our Mission- to enrich the quality of our clients' lives by improving their financial awareness and increasing their financial education.

Our Approach- to understand the financial needs of every client and make recommendations that support their overall best interests.

Our Objective- to establish a long-term relationship with each client and offer our best advice and superior service.

Our Purpose- to become a dependable support system for our clients as they define their financial goals, realize their dreams and most importantly, enjoy their life.

Our Focus- Financial advice for Individuals.

CHECK OUT OUR BLOG

To find out more about Buz click here.

Buz's Open Letter to Congress Supporting Financial Reform, June 2009

Investing in an Uncertain Economy-What does Buz say?



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