David Livingston – Financial Planning

David Livingston, Senior Financial Advisor for Ameriprise Financial, offers insights into the 5 stages of retirement, as well as general conversation about money and financial health and well being.

David Livingston

My Philosophy

Our unique and collaborative Dream> Plan> Track> ^® approach to financial planning starts with your dreams, not just the numbers. When we work together my first focus will be to learn more about your financial, personal and professional aspirations. I will take this information and leverage my financial management experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience and I believe in regularly checking in with my clients to ensure we’re tracking progress against your plan and making adjustments if necessary.

Listen here.

David A. Livingston, ChFC, MDRT, PFS
Senior Financial Advisor
An Ameriprise Platinum Financial Services SM practice

Livingston & Associates
A financial advisory practice of
Ameriprise Financial Services, Inc.
7992 West Thunderbird Road, Suite 110 | Peoria, AZ 85381-4610
Office: (623) 308-2000 x 222 | Fax: (623) 308-2045
david.a.livingston@ampf.com
www.ameriprise.com

Ameriprise Financial Services, Inc. offers financial advisory services,
investments, insurance and annuity products.
RiverSource SM products are offered by affiliates of Ameriprise Financial
Services, Inc., Member NASD and SIPC.