Investment Advisor Representative* (IAR)
For over 20 years, Michael D. Livens, CPA (IAR) has been dedicated to individual and professional customer service. We believe that every financial decision you make must be considered as a whole, with attention to tax consequences as well as short and long term goals. Because we combine the knowledge and services of a CPA along with the experience and support of financial advisors*, we believe we can be your one stop shop for financial well-being.
Our staff includes specialists in the areas of tax planning and preparation, financial statement preparation as well as life insurance, long-term care insurance and financial planning* for individuals, families and businesses. We work together as a team in order to ensure that no detail is overlooked. Prompt, professional and comprehensive care is what we strive for our clients.
Michael D. Livens, CPA (IAR) provides for a wholistic approach to your financial health. Take a moment to review the 8 Wealth Management Issues. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (970) 266-5904.