Livelsberger Financial Advisory Revenue and Competitors

Livelsberger Financial Advisory is a fee-based, financial planning and advisory practice with over 25 years experience in the industry. \n\nAlthough our services are designed to assist individuals and families with financial planning, we also provide retirement pension plan consulting for small/mid-sized businesses, their owner(s) and their employees. Our approach to investing is based on identifying your needs before any investment decisions are made. This process begins when you define your financial goals. It moves on to consider what level of risk you are most comfortable with and the time-frame for meeting those goals. When goals, risk tolerance and time frames are established at the start of an investment program, the likelihood that your investment will work toward those goals is greatly enhanced.\n\nOur Planning-Based Approach Will Help You:\n-Organize your finances\n-Determine your financial objectives, risk tolerance, and awareness of needs\n-Reduce risk by developing an objective asset allocation strategy to ensure proper diversification\n-Make sound financial decisions by regularly reviewing your portfolio\n\nOur Commitment To You:\nWe are committed to always being available to help you sort through the maze of investment choices, to help you establish a financial plan, and then to follow through to make your plan work.\n\nWe conduct continuous, in-depth research and analysis of investments throughout the year in order to recommend the best portfolios to our clients.\n\nInvesting is a journey with today as your starting point and your dreams & goals as the final destination.