The cornerstone of our investment philosophy is to preserve capital and reduce risk. To achieve our primary goal, we do not seek to obtain the highest possible returns. To be successful, we must first help you identify your goals and objectives, put these in writing, and review them on a consistent basis.
We can help you execute a sound financial plan utilizing:
Tax strategies
Asset allocation
Multi-generational planning
Estate conservation
Insurance and annuities
Why should you choose Livengood Strategic Wealth Advisors?
Tailored Investment Plans – your goals are uniquely yours. It’s our job to help you toward achieving them.
Fiduciary Responsibility – fee-based managed accounts allow us to operate on the same side of the table as our clients. Ethics is at the forefront of all decision making.
Personalized Communication – you will know what we’re up to, why, and how it benefits you!
A Long-Term Succession Strategy – we will work with you to plan for your future generations.
Diversity Inspires Strength – a seasoned veteran and youthful partners ensure our clients get the benefits of tenure and cutting edge solutions.
Passion for People and Success – we are passionate about helping people navigate through their ever-changing financial lives. Keeping people at the center is a foundational element of our business..
