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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Family Limited Partnerships for Estate Planning Purposes

A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.

Preparing to Withstand the Loss of Key Players

How key-person insurance policies can benefit small businesses.

Settling an Estate

Settling an estate can be a difficult and time-consuming job as there are some specific duties that often fall on an executor.

HOT TOPIC: Bear in the Woods: Emerging Markets Credit Crisis

Looks at some of the reasons behind the big declines in emerging markets, and how these developing economies might affect U.S. investors.

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