PLANMARK
provides outstanding client service dedicated to developing
personal, trusting relationships and offer state of the art
financial advice to high-income investors in the areas of
investment, retirement planning and estate planning. Fredrick
J. Livingston, a principal in the firm has more than 25 years experience advising corporate
and individual clients regarding retirement, estate and investment
issues. As a service to his clients, Fred publishes a weekly
e-mail newsletter to
keep them abreast of market news and trends.
Prior to founding PLANMARK in 1993, Fred
was Director of Qualified Plan Services for a national benefit
consulting firm and a Senior Vice President of a regional
financial planning firm. He holds a master’s degree in Business
Administration from Georgia State University and an undergraduate
degree from North Georgia College and State University. Fred has
been a licensed Certified Financial Planner (CFP) since 1999.
He
completed the Chartered Life Underwriter (CLU) program at The
American College in 1982 and completed graduate course work in
Advanced Pensions, Retirement Plan Design, Estate and Business
Planning.
Fred is a member of the Financial Planning Association. He is
an Investment Advisor Representative with Linsco/Private Ledger
and a licensed insurance counselor. He is a native of Valdosta,
Georgia, a 30-year resident of metro Atlanta and a member and
charter president of the North Fulton Rotary Club.
