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Our Services

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At Livingston Financial Group, we provide comprehensive assistance in the following areas:

Investments

  • Stocks, Bonds, and Mutual Funds
  • Retirement Accounts
  • College 529 Savings Plans
  • Annuities
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Life Insurance

  • UniversalLife
  • Term Life
  • Variable Life

Long Term Care Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Estate Planning

  • Ensure assets distributed as desired.
  • Minimize taxes and expenses.
  • Guardianship, inheritance.

More About Investments

Stocks, Bonds, & Mutual Funds

  • Brokerage Accounts
  • Fee Based Managed Accounts

Retirement Accounts

  • Traditional IRA's
  • Roth IRA's
  • SEP IRA's
  • Simple IRA's
  • 401(k)'s
  • TSA's
  • 403(b)

College 529 Savings Plans

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Annuities

  • Variable
  • Fixed
  • Equity Indexed