Broker Check

Michael Livens

Michael Livens

Investment Advisor Representative* (IAR)

(970) 266-5904

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 Commitment

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.

Our Principle

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.