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 →

The State of State Pensions

A look at some of the challenges facing state pension funds and steps that might help improve the long-term outlook.

PPO or HDHP? Making Health Insurance Choices

The similarities and differences between an HDHP and a PPO plan and contribution limits for health savings accounts.

Income for the Long Run

A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.

Estate Planning: Life Insurance Options for Leaving a Legacy

A whole life or survivorship life insurance policy can play an important role in a family’s estate plan.

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