George Livingston III (CFP®)

George Livingston III 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.

NAPFA Start Date

April 23, 2002

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This Office

2050 W County Road 30A M-1, Unit 230 Santa Rosa Beach, FL 32459 Phone: (850) 267-1068