George Livingston (CFP®)

George Livingston focuses in the
following client markets or areas of practice:

Hourly

Insurance Related Issues

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Middle Income Client Needs

Real Estate Investments

Planning Specialties

Comprehensive Financial Plans – Investment analysis and recommendations, retirement planning projections. insurance reviews, and basic estate planning advice. Also included are tax planning recommendations and cash flow analysis.

Portfolio Snapshots – This is a limited scope engagement where advice is targeted to investment analysis, discussion and recommendations.

“Drive-in” Financial Planning – Clients meet with Buz for 1-2 hours for basic financial advice. Often there is additional research involved and clients are notified prior to the engagement.

Asset management by retainer.

Additional Information

Buz is a former free-lance writer for the online Web site, The Motley Fool where his articles were been picked up by Yahoo! Finance, MSN Money and other Web resources. He has been quoted in leading industry magazines including Money, Financial Advisor, Business Week Online, Investment News, and The Street.com Buz also writes a weekly financial advice column locally for The Walton Sun

Buz has served as board member and past president of Walton County Habitat for Humanity. He also volunteers for the South Walton Turtle Watch. His goals in life include finding the perfect barbeque, never needing a lawnmower and determining the optimum number of kayaks a man should own.