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 →

Do Target-Date Funds Hit the Bull’s-Eye for You?

More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.

Give and Receive with a Charitable Remainder Trust

Discover how to give a substantial gift to a favorite charity while receiving a flow of income during your lifetime.

Taming Investment Taxes

Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?

Prices and the Economy

Low inflation may seem like good news, but it has a darker side. See which factors might be driving down inflation in the United States.

More Newsletters →