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 →

Consider a Customized Disability Policy

Review the potential benefits of an individual disability income policy vs. a group policy, as well as common riders.

Are Your Designated Heirs Up-to-Date?

The New Year might be a good time to review and update beneficiaries on estate documents, insurance policies, and financial accounts.

Low-Volatility Strategies for a Less Stressful Ride

Some stocks and stock funds may help reduce the volatility in a portfolio.

Choosing and Using a College Checking Account

Some tips for parents and college students to consider, whether opening a new checking account or using an old one.

More Newsletters →