Livelsberger Financial Advsry

With over 30 years of experience in the financial planning industry, Livelsberger Financial Advisory offers personalized and comprehensive wealth management solutions to individuals and businesses in Ashland, Ohio and beyond. We believe in a personalized approach to financial planning, focusing on understanding each client's unique goals and objectives to create custom-made investment portfolios and strategies.

Our Philosophy and Commitment

Our core values guide us in everything we do:

• Client-driven: We prioritize understanding your individual needs and goals to provide objective and personalized advice.
• Integrity: We act with transparency and adhere to the highest ethical standards.
• Expertise: Our experienced team stays current with industry trends and regulations to deliver sound financial guidance.
• Communication: We believe in open and clear communication to ensure you understand every step of the financial planning process.

Retirement Planning for the Baby Boomer Generation

As members of the Baby Boomer Generation approach retirement, it's crucial to make informed financial decisions regarding:

• Understanding retirement distribution options
• Selecting appropriate investments
• Optimizing Social Security benefits
• Creating a sustainable spending plan

We provide personalized guidance to help you navigate this significant life transition and ensure a comfortable and secure retirement.

Comprehensive Financial Planning Services

Our services extend beyond retirement planning and encompass:

• Investment Planning: Creating and monitoring diversified portfolios tailored to your risk tolerance and financial goals.
• Estate Planning: Developing a comprehensive estate plan to protect your assets and ensure your wishes are respected.
• Tax Planning: Optimizing your tax strategies to minimize current and future tax liabilities.
• Business Planning: Consulting on pension plan design and implementation for small and medium-sized businesses.

The Livelsberger Financial Advisory Difference

What sets us apart:

• Fee-based approach: Our compensation is tied to the value of your portfolio, ensuring our interests are aligned with yours.
• Unbiased advice: We provide objective information without product pushing or commissions.
• Personalized service: We take the time to understand your individual needs and goals.
• Long-term relationships: We build strong, lasting relationships with our clients based on trust and mutual respect.