Livswell aligns financial strategies with our clients’ intentions for their financially independent years.

Financial Planning

We strive to understand all the moving pieces and will help you navigate the many complicated, intertwined decisions required when planning for and living through retirement. We’ll provide a plan that evolves with you and works to instill a high level of confidence, with the goal of living your life free from the typical anxiety around your finances.

Custom Investment Strategies

Your primary investment objectives are likely split between preservation, growth, and income, in a ratio unique to your ambitions and circumstances. Through LPL’s robust research team and our CIO Chris Zaccarelli CFA, we’ll provide a customized portfolio of investments aiming to give you the highest probability of meeting your personal and financial goals.

Tax Minimization

A strong financial plan includes a tax strategy that helps reduce taxes and provides flexibility so you can navigate changes in tax policy. Accomplishing those goals requires both a clear understanding of your finances and thinking ahead with purpose and deep knowledge. Our goal is to help you pay as little tax as possible over the entirety of your retirement.

Life Optimization

Money is a means to live well and accomplish your goals. Simple conversations around what’s important to you will open your eyes and help us tailor a plan that seeks to bring joy to your life as your desires evolve. We stay in tune with you and strive to help with the fulfillment and quality of your life.