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?

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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?

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Required Minimum Distribution Rules

When calculating RMDs for multiple accounts, it's important to understand which amounts can be combined and which accounts must distribute separate RMDs.

Mutual Benefits: Funds to Pursue Your Goals

An overview of nine different types of mutual funds, ranging from lower risk to higher risk.

The State of Social Security

The current state of the Social Security program and possible solutions to address the program's projected shortfall.

Estate Planning: Life Insurance Options for Leaving a Legacy

A whole life or survivorship life insurance policy can play an important role in a family’s estate plan.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck