Livingston Financial Planning

Welcome to Livingston Financial Planning

Livingston Financial Planning, Inc. is a fee-only financial planning and investment management firm located in Santa Rosa Beach (Blue Mountain Beach), Florida and Atlanta, GA.

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SOUND ADVICE...CLEAR DIRECTION

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One-size-fits-all financial blueprints? Not here.

Your goals are our goals. Regardless of your age or background, we believe people can live better lives with smart financial education and knowledge. We work closely with clients to match strategy to individual needs for every walk of life.

Who We Are

Who We Serve

Livingston Financial Planning provides investment advice for clients at all stages of life ranging from those beginning the process of accumulating wealth to those already there. There are no account minimums and fees are charged on an hourly or flat-fee basis. As a Fee-Only Financial Planner, our approach provides objectivity in our recommendations and services which are individualized for each client. No financial products are sold nor compensation accepted from any outside source. Because of that, you can expect only honest, objective advice.

Retirement

Get a plan, and stick to it!

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Small Business Owners

Supporting small businesses

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Families

Make your money work for you

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Young Professionals

Understanding your unique needs

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How can we help?

We understand that not everyone’s financial situation looks the same. The process at Livingston Financial Planning is completely transparent and there are no hidden fees. The firm’s only incentive is to act in your best interests.

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Your Money. Our Know-How.

When was the last time you sat down and had an eye-opening conversation about your money, life, and goals? If it’s been a while, it may be time for some great advice from a professional.

Whether you’re a first-time investor, wealth-builder, retirement-seeker, or beyond, we can help you. We’re proud of our work and the clients we’ve helped, and we hope we can count you among them.

Retirement

Make a plan and keep it on track

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Financial Advice

Goal-setting, cash flow, and risk management

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Debt Management

Keep your money working for you

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Estate Strategy

Plan for every phase of life

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What does working with us look like?

STEP

1

Let’s get to know each other

One quick meeting to find out if working together makes sense.

STEP

2

Gather data & create your detailed profile

The more we know about you & where you are now, the better we can help.

STEP

3

Interactive goal setting

Discuss and clarify the information you have provided and refine your lifetime goals and objectives.

STEP

4

Develop your financial plan

We’ll provide an amazing experience and a financial strategy that works with your lifestyle.

STEP

5

Present your plan

We will meet to review your detailed report, present our personalized recommendations, and discuss any questions you may have.

STEP

6

Implement & Monitor progress

Life is always changing, and so are you. We’ll be by your side through the journey.

Get your financial journey started today.

Livingston Financial Planning will help you determine where you are financially versus where you want to be. When analyzing or making recommendations for your portfolio our only consideration is how investments or strategies will help you reach your financial goals.

Fee-only financial advice, like that provided by Livingston Financial Planning helps you make better decisions.

For more information, contact Livingston Financial Planning by emailing: jim@livingstonfinancial.net

Livingston Financial Planning
2050 West County Highway 30A
M-1, Unit 230
Santa Rosa Beach FL 32459
Click here for directions to our office.

Livingston Financial is a Florida-registered investment advisor. Content contained herein should not be construed as an offer for investment advice or for the offer for purchase or sale of any security, insurance or other investment product.

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Let’s talk.

We’d love to learn more about you and your financial goals. Fill out our form below to schedule a complimentary introductory call.

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