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Livingston & Haynes Investment Advisors

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CONTACTS AT LHADVISORS.COM

Livingston & Haynes

William Wood

40 G●●●● St.

Sui●●●380

Wel●●●ley , Massachusetts, 02482

United States

0.78●●●●3339
0.78●●●●3606
bw●●●@lh-cpa.com

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Livingston & Haynes

William Wood

40 G●●●● St.

Sui●●●380

Wel●●●ley , Massachusetts, 02482

United States

0.78●●●●3339
0.78●●●●3606
bw●●●@lh-cpa.com

View this contact

Livingston & Haynes

William Wood

40 G●●●● St.

Sui●●●380

Wel●●●ley , Massachusetts, 02482

United States

0.78●●●●3339
0.78●●●●3606
bw●●●@lh-cpa.com

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Asset Allocation - Livingston & Haynes, P.C. | Investment Advisors

http://www.lhadvisors.com/services/asset-allocation

Guarding Against Investment Pitfalls. Selecting Your Investment and Financial Planner. LHIA Believes in a Well-Balanced Portfolio. Based on the Client’s Risk Tolerance. We can advise on both taxable and non-taxable accounts such as:. Regular and rollover IRA. Investment Advisors, Inc. Wellesley, MA 02482. Why L&H Investment Advisors?

2

Guarding Against Investment Pitfalls - Livingston & Haynes, P.C. | Investment Advisors

http://www.lhadvisors.com/services/guarding-against-investment-pitfalls

Guarding Against Investment Pitfalls. Selecting Your Investment and Financial Planner. Guarding Against Investment Pitfalls. Guarding Against Investment Pitfalls. Areas in Which LHIA Can Help You. Adjust an unbalanced portfolio which may have investments that are inappropriate for your risk tolerance level. Restructure your investments to meet your needs and financial goals. The fundamentals of proper financial planning include managing by objective, near term and long term. Investment Advisors, Inc.

3

Fiduciary Responsibility - Livingston & Haynes, P.C. | Investment Advisors

http://www.lhadvisors.com/why-lhia/fiduciary-responsibility

Guarding Against Investment Pitfalls. Selecting Your Investment and Financial Planner. Webster’s American Collegiate Dictionary. Defines “fiduciary” as a person who is entrusted to hold, control or manage for another, which applies most particularly to anyone who is managing your money and other assets. Under the terms of the Investment Advisors Act of 1940 enacted by Congress, investment advisors must be registered and must ensure that consumers receive the benefits of full disclosure.

4

Privately Held Businesses - Livingston & Haynes, P.C. | Investment Advisors

http://www.lhadvisors.com/services/privately-held-businesses

Guarding Against Investment Pitfalls. Selecting Your Investment and Financial Planner. How LHIA Can Provide Investment Counseling For Privately Held Businesses. Advise on executive retirement programs*. Advise on employee retirement programs such as 401K plans*. Advise on retirement fund investments for its owners*. Advise on corporate insurance programs such as those used for “key man” and “buy/sell” agreements. Monitor investments in terms of federal, state and local taxation. Investment Advisors, Inc.

5

Individuals - Livingston & Haynes, P.C. | Investment Advisors

http://www.lhadvisors.com/services/individuals

Guarding Against Investment Pitfalls. Selecting Your Investment and Financial Planner. How LHIA Can Provide Investment Counseling To Individuals In All Economic Brackets. Help individuals look at their past and present investments and goals. Assess an investor’s risk tolerance to the market and help them develop a successful investment strategy. Help individuals create a portfolio that strives to achieve their investment goals. Gift giving (family or charity). Investment Advisors, Inc. Wellesley, MA 02482.

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Guarding Against Investment Pitfalls. Selecting Your Investment and Financial Planner. Partner with a talented team of expert financial advisors. Leverage our strategic approach, innovative solutions, and stellar service. Achieve and sustain long-term financial success. Personal Service is the Goal at. Livingston and Haynes Investment Advisors. Investment counseling to individuals. In all income brackets. Advice on retirement, taxation, insurance, diversification, and philanthropy. But where do you turn?

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