Livingston Financial Planning, Inc. is a NAPFA registered, fee-only financial planning and investment management firm located in Blue Mountain Beach, Florida. Buz Livingston, CFP, 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 retainer basis. As a Fee-Only Financial Planner, his approach provides objectivity in his recommendations and services which are individualized for each client. No financial products are sold nor compensation accepted from any outside source.
There are no account minimums and fees are charged on an hourly or retainer basis. As a Fee-Only Financial Planner, his approach provides objectivity in his recommendations and services which are individualized for each client. No financial products are sold nor compensation accepted from any outside source.
Services
We are independent fee-only financial planners. We receive no compensation from any other party nor do we sell any products or take any commissions. As fiduciaries your interests ALWAYS come first. We manage money on a retainer basis ($800 per quarter 2014 minimum) or an hourly basis for smaller accounts (less than $500,000).
Buz Livingston CFP provides his clients with professional, unbiased and objective financial planning and investment management. Money, Financial Advisor, Investment News, and several newspapers including the LA Times and the Baltimore Sun. Since 2006 Buz has penned a weekly column in The Walton Sun offering financial advice and commentary.
Financial planning involves defining and setting financial goals, implementing and monitoring your financial plan then making the necessary adjustments as needs or circumstances change. Financial planning not only focuses on investment advice but includes insurance, tax, estate, retirement and cash-flow planning.
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