Livingstone Financial Services
Financial Planning
financial planning plays a vital role in managing income efficiently, increasing cash flows, providing security for families, tailoring investment strategies, creating savings for emergencies, enhancing financial understanding, building assets wisely, maintaining liquidity for contingencies, and establishing trustworthy relationships with advisors.
Livingstone Financial Services Financial Planning quote:
Your Financial Planning
Journey Begins Here:
Embark on your affordable financial planning journey with us!
We understand the importance of secure financial planning
without breaking the bank. Our experts are here to guide you.
Fill out the form, and let’s start building a worry-free future for you,
tailored to your budget and dreams. Your path to securing your future
begins with a single step. Let’s take it together!
Livingstone Financial Planning:
We live up to our name by offering some
of the most competitive rates in the industry.
Irish Expertise
As an Irish company, we’re experts in the local market, ready to offer advice tailored to your lifestyle and financial objectives
Quick and Easy:
Time is precious. Our 30-second form simplifies
the process, so you can get a personalized quote in no time.
Make a plan Don’t wish for one
Financial planning is not a one-size-fits-all approach. At Livingstone Financial Services t/a AffordableQuotes.ie, we understand that each individual has unique financial circumstances and goals. Our expertise lies in creating customised financial plans that align with your specific needs. Here is why having a strong financial plan in place is beneficial:
- A holistic strategy that brings cohesion and clarity to your overall financial situation
- A custom-tailored financial plan should serve as a roadmap through various phases of your life’s journey
- Identification of your financial goals and strategic planning on how you can work towards achieving those goals
6 Step Financial Planning Process
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- Discovery Interview: Establish and define the client-adviser relationship. We will clearly explain and document the services that we will provide to you and define both our and your responsibilities during the financial planning process. We will explain fully we will be paid and by whom. We will also agree on how long the professional relationship should last and on how decisions will be made.
- Gather Data: Getting to know you. We will gather information about your financial situation. Together we will define your personal and financial goals, understand the time frame for results and discuss how you feel about risk.
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- Analyze and develop plan. We will analyse this information to assess your current position and determine what you must do to meet your goals. Depending on what services you have asked for, this could include analysing assets, liabilities and cash flow, current insurance coverage, retirement planning, investments or tax strategies.
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- Develop and present financial planning recommendations and/or alternatives. We will then offer recommendations that address your goals, based on the information provided. We will discuss the recommendations with you to help you understand so that you can make informed decisions. We will listen to your concerns and revise the recommendations as appropriate.
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- Implement the financial planning recommendations. We will then agree on how the recommendations will be carried out. We are likely to carry out the recommendations and administer any contracts to be implemented. You will be kept updated as to the progress of the implementation stage.
- Monitor the financial planning recommendations. On a regular basis we will review your situation including goals, risk profile, lifestyle and other relevant changes. We also review the performance of your plans to assess the levels of volatility and return. This process forms part of our ongoing planning discussions with you to ensure that we are always working towards the achievement of your financial and lifestyle objectives.
Financial Planning:
Choose Livingstone Financial Services Advisory
Why entrust your Financial planning to us? Because at Livingstone Financial Services Advisory, we don’t just secure your future; we enrich it.
Our tailored financial planning is designed for your dreams, your budget, and your peace of mind. We bring together affordability, expertise, and unwavering commitment to your financial security. Discover a partnership that values your aspirations. Choose Livingstone Financial Services Advisory – where your financial planning journey meets unwavering support.
Secure Your Tomorrow Today!
Ready to transform your retirement dreams into reality? Don’t wait!
Take the first step toward an affordable, worry-free future. Fill out our
quick 60-second form below. Let’s build a pension plan that aligns with
your budget and aspirations. Your stress-free retirement starts here!
Mary Sweeney
Happy ClientLivingstone Financial Services Advisory made securing my family’s future simple and cost-effective. Their service exceeded my expectations. Highly recommended!
Mark McCarthy
Happy ClientChoosing Livingstone Financial Services Advisorys was a smart decision. They provided me with a perfect life insurance & pension policy, hassle-free and affordable
Karl Woods
Happy ClientLivingstone Financial Services Advisory delivered on their promise. I now have peace of mind knowing my loved ones are protected, and my budget is intact.
