Livingston Financial Group approaches financial planning as a process, not as a product. Your relationship with Livingston Financial Group begins with the initial consultation where dreams, values and goals are discussed and continues on through to the recommendation, implementation and the on-going communications and monitoring of progress.
Ed Livingston and Marcia Gosline, who share a common goal to educate and assist individuals and small business in achieving their financial goals, formed Livingston Financial Group in 1992. They combined their years of professional and personal experience to develop a relaxed, yet highly professional firm.
The planners of Livingston Financial Group maintain objectivity through independence and are able to choose from an array of quality services and products to design a custom plan to meet the unique needs of every client.
- Group Employee & Association Financial Educational Programs
- Investment Advisory Services
- Pre- & Post-Retirement Planning to include TSP, 401(k) & TDA Rollover
- Estate Preservation & Planning
- Financial Planning
- Mutual Funds, Stocks, & Bonds
- Variable Annuities
- Life Insurance – Term & Cash Value
- Long Term Care Insurance
- Retirement Plans for Individual, Self-Employed, and Small Businesses
- IRAs, SEPs, SIMPLEs, 401(k), Profit Sharing Plans.
If you would like to be contacted for a no-cost, no-obligation consultation, call or e-mail today. We look forward to meeting with you to determine if we can help you achieve your personal and financial goals.
Securities offered through Cambridge Investment Research, Inc., a registered broker/dealer Member NASD and SIPC.
Advisory services offered through Cambridge Investment Research, Inc., a Federally Registered Investment Adviser.
Registered Representatives of Cambridge Investment Research, Inc. are licensed to sell securities in the states of: VA, MD, DC, PA, DE, FL, UT, OH, AZ, MI, NY, OK, TX, WV. This is not intended as a solicitation outside of these states.
Livingston Financial Group will be launching their full, interactive website in the next few weeks. Keep checking back!
|Livingston Financial Group|
|10560 Main Street, Suite 512|
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