Located at Redfish Village in Blue Mountain Beach along Scenic Highway 30A at 2050 West County Highway 30A, Suite M1-230 in Santa Rosa Beach, Livingston Financial Planning, Inc. (Firm CRD #128246; member of the Fee-Only Network and Garrett Planning Network) is an independent, strictly fee-only fiduciary Registered Investment Adviser led by Principals George Mayo 'Buz' Livingston III, CFP® (CRD #4763249) and James 'Jim' Livingston, CFP® (CRD #4770628). Operating with zero product commissions and no portfolio minimums—offering hourly, project-based, and ongoing fee-only CFP® retirement planning—the firm assists middle-income and affluent retirees across Santa Rosa Beach, Freeport, and DeFuniak Springs with conflict-free retirement readiness audits, Florida Retirement System (FRS) Pension vs. DROP lump-sum evaluations, Social Security claiming optimization, and MAGI planning for Medicare IRMAA and the Walton County Property Appraiser's Additional $50,000 Senior Homestead Exemption (65+).
Official Verification Sources: SEC IAPD Firm Summary — Livingston Financial Planning, Inc. (CRD #128246); Livingston Financial Planning, Inc. Official Website
Issuer: Florida Office of Financial Regulation / SEC IAPD / CFP Board
Notes: George Mayo 'Buz' Livingston III, CFP® (CRD #4763249) and James 'Jim' Livingston, CFP® (CRD #4770628), Principals of Livingston Financial Planning, Inc. (Firm CRD #128246) at 2050 W County Hwy 30A, Ste M1-230, Santa Rosa Beach, FL 32459.
Factual details and direct answers about Livingston Financial Planning, Inc. — Fee-Only CFP® Fiduciary's services, licensing, and credentials.
What makes Livingston Financial Planning, Inc. in Santa Rosa Beach unique among Walton County financial advisors?
Livingston Financial Planning, Inc. (CRD #128246), led by Buz Livingston, CFP® (CRD #4763249) and Jim Livingston, CFP® (CRD #4770628), is a strictly fee-only fiduciary practice and Garrett Planning Network member that offers hourly and flat-fee retirement consultations with no investment minimums and zero product commissions.
Can Livingston Financial Planning help Walton County School District and county employees evaluate FRS DROP options?
Yes. The firm provides independent, commission-free analysis of Florida Retirement System (FRS) Pension, Investment Plan, and DROP lump-sum payout options for retiring teachers, deputies, and municipal employees across Santa Rosa Beach, Freeport, and DeFuniak Springs.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.