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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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?

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Keeping Up with Quarterly Taxes

Making accurate quarterly payments on schedule can help taxpayers avoid interest penalties for underpayment to the IRS.

HOT TOPIC: Robos Have Arrived, But Life Often Calls for a Human Touch

Understanding what robo advisors do, how they do it, and their limitations versus what a human advisor can offer.

Mutual Benefits: Funds to Pursue Your Goals

An overview of nine different types of mutual funds, ranging from lower risk to higher risk.

Student Loans Meet Retirement

Considering a higher-education loan for yourself or others? Here are some factors older adults should keep in mind.

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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