About Our Practice
Livingston Federal develops and implements retirement plans for federal employees.
Livingston Advisors are committed to:
- Breaking down the often confusing federal retirement program.
- Developing a specific retirement plan that helps meet your objectives.
- Periodic reviews to help ensure the plan stays on track.
- Integrity throughout all aspects of the relationship.
Please contact us for a FREE federal beneftis analysis!
Offering Advice Since
Areas of Specialty
Comprehensive financial planning
Investment planning and asset management
Long-term and elder care
Licenses, Certifications, Education, and Affiliations
Insurance Licenses: Life, Health, Long-Term Care
Security Licenses: 7 and 66
Investment Advisor Registration: IAR
Associations & Affiliations: FAA Managers Association
Charges to Clients for Services
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail feed on mutual funds or insurance policies
Commissios an/or loads for investment products purchased
My Association with the Office or Firm
My Broker / Dealer Affiliation
Affiliated with Registered Representatives of, and securities, advisory services and certain insurance products through INVEST Financial Corporation (INVEST), member FINRA/SIPC, a registered investment advisor and affiliated insurance agencies. INVEST is not affiliated with Livingston Financial Group. Livingston is a division of Livingston Financial Group and is not a broker dealer. 1210-76948