Live Oak Financial Services, LLC

 

We hope those who attended the "First Aid For Your Financial Plan" sessions found them beneficial. Check back for other upcoming workshops and seminars. 

 

 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.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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 →

What’s in It for You?

The Economic Stimulus Act of 2008 contained favorable provisions that will benefit small business. It appears that the government wants to inspire businesses to spend freely, too.

Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

Protection for a Rainy Day

For a reasonable price, umbrella liability insurance policies can help close the gap between your auto and homeowners insurance policies and a potentially devastating liability claim.

Investors Without Borders

As foreign markets step up to take their places on the international stage, investors content to stay at home may miss out on some opportunities.

More Newsletters →