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?

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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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Cash Balance Plans Can Help Supercharge Retirement Savings

Generous contribution limits for cash balance plans can help high-income business owners maximize retirement savings.

Two Tax-Friendly Retirement Plans for the Self-Employed

Solo 401(k)s and SEP IRAs are relatively simple for small-business owners and self-employed individuals to set up.

New Math for Social Security

In 2017, Americans born in 1955 become eligible to claim Social Security benefits at the earliest claiming age of 62.

HOT TOPIC: Spanish Showdown, Slow Brexit

Geopolitical tensions, like the Spanish showdown and Brexit, can affect economies and move financial markets.

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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