Live Oak Financial Services, LLC

 

Given the recent market turmoil, many are unsure if their financial goals can still be met... While others simply want a second, objective opinion. 

 

 Have Questions About our Current Economic Situation?

Need Some Guidance? Being Ignored by your Broker?

We Are Here to Help!

Call Us for Your Free Consultation

 

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Competing Goals: Pay Off Student Loans or Save for Retirement?

Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.

Going Public

A discussion on the initial public offering (IPO) process, recent trends, and investment risks.

No Shortage of Liability Risks

Liability insurance can help offset unforeseen legal costs that could consume a business's profits.

Reward Workers and Fund Retirement with a Cash Balance Plan

Cash balance plans can be a powerful tool for employee recruitment and retention, plus they have generous contribution limits that increase with age.

More Newsletters →