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 →

HOT TOPIC — Business Tax Breaks: Impact on Earnings and the Economy

An overview of the tax changes affecting corporations and pass-through businesses and the potential implications for GDP growth.

ETFs on the Rise

ETFs have some attractive features that set them apart from mutual funds, but there are also cost and risk factors to consider.

New Tax Law Expands 529 Savings Plans

An overview of Section 529 savings plans, including their traditional use for college saving and the new rules for K-12 tuition.

HOT TOPIC — Tax Reform: How Will You Be Affected?

In December 2017, Congress passed a sweeping tax-cut package that fundamentally changes the individual and business tax landscape.

More Newsletters →