Santa Rosa Beach Financial Advisor serving Florida and Georgia

CERTIFIED FINANCIAL PLANNER™
Registered Investment Advisory Firm, Florida and Georgia

Livingston Financial Planning, Inc. is a fee-only financial advisory firm, and as National Association of Personal Financial Advisors (NAPFA)-registered investment advisors, we take our fiduciary responsibilities seriously.

As a fiduciary the Advisor is held to a standard of special trust. The Financial Advisor acts with undivided loyalty to the client. In other words, we put your interests first.

Our Mission - to enrich the quality of our clients' lives by improving their financial awareness and increasing their financial education.

Our Approach - to understand the financial needs of every client and make recommendations that support their overall best interests.

Our Objective - to establish a long-term relationship with each client and offer our best advice and superior service.

Our Purpose - to become a dependable support system for our clients as they define their financial goals, realize their dreams and most importantly, enjoy their life.

Our Focus - Financial Planning for Individuals.

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Tax Planning Guide Internet Version