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Our Services

For the Personal or Family Investor

Our advisors offer comprehensive financial planning services, including investment management, retirement planning, and risk mitigation strategies. Our advice is independent, objective, prudent, and always founded in your best interest.

  • Wealth Management and Investment Advice
  • Fee-based Financial Planning
  • Retirement Income Planning
  • Risk Management Planning, including Life, Long Term Care, and Disability Insurance
  • Estate Planning
  • College Savings
  • Social Security Claiming Strategy
  • ESG/SRI Investing
  • 403(b) Retirement Savings
  • Implementation and Oversight

For the Small Business Owner

Owning your own business allows you to follow your passion, be your own boss, and control your destiny. We understand – Livictus Financial Services is a small business too! Let your Livictus advisor help you grow and protect what you have created. We offer complete business planning, employee benefit, and protection services.

  • Retirement Plans (401(k), SIMPLE IRA, SEP IRA)
  • Key Person Insurance
  • Buy-Sell Agreements
  • Executive Compensation Plans
  • Health Insurance and Employee Benefit Plans
  • Commercial Liability Insurance Assessments (provided by our sister company Amherst Insurance)

Retirement Plans offered through Lincoln Investment or Capital Analysts.  All other Small Business Owner services are not offered through, or supervised by, the above companies.

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