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?

More Calculators →

Bridging the Gap Between Retirement and Medicare Eligibility

See three options that may help you bridge the health insurance coverage gap between retirement and Medicare eligibility.

What Medicare Won’t Cover

See potentially expensive services Original Medicare doesn’t cover and how Medicare Advantage, Medigap or private insurance might help.

Succession Plans Often Hinge on Reliable Valuation

Discover the role a reliable business valuation can play in succession, tax, and retirement planning.

Seeking Synergy: Why Mergers and Acquisitions Matter to Investors

Find out how and why mergers and acquisitions take place (and why they matter to investors).

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