By Matthew Gaude & Shawn McGuire The bear market ended one year ago this week, finishing one of the fastest and most vicious bear markets of

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12 KEY QUESTIONS EVERY RETIREE MUST ANSWER
A Must Read for Anyone Retired or Very Close to It

MAXIMIZING YOUR SOCIAL SECURITY BENEFITS
Do you know which of the 567 ways to claim your Social Security will maximize the lifetime benefits?
Welcome to Live Oak Wealth Management
At Live Oak Wealth Management, we are committed to providing unbiased and independent financial advice near Atlanta. We serve corporate employees as well as self-employed business owners. Our clients are busy, but want to plan for a secure retirement and have a partner they can count on along the way.
We help individuals with retirement planning and social security. We’re always available to our clients to answer their questions and address their concerns. We work closely with our clients to put into place a financial road map that helps them feel more excited about their financial future.
Financial Planning
It is through our planning process that we can help you prepare for life’s expected and unexpected circumstances.
Retirement Income Planning
We have created a 3-tiered portfolio solution through active investment management, founded in solid planning, that is designed to help generate predictable income.
Active Investment Management
Our Active Investment portfolios are customized to help each client reach their individual goals and objectives.
Participant 401(k) Management
We serve the needs of participants by providing an independent, third party research service in a fiduciary relationship in order to help you make better investment decisions and regain control of your 401K.
2020 Economic and Stock Market Review and 2021 Preview and Strategy Update
2020 Year In Review and 2021 Preview and Strategy Update
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Participant 401(k) Plans
As an employee with a 401(k) plan, you have many options. We help you understand those options and decide on your next steps.

Matthew Gaude featured in Proactive Advisor Magazine
"Delivering the risk management that investors want requires new strategies that can respond to changing markets."
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Market News

Stimulus Plan Recap
So, the next (final?) round of stimulus was signed into law by President Biden. Let’s dive in. The $1.9 trillion bill called the American Rescue

What You Need To Know About Alzheimer’s And Financial Planning
By Shawn McGuire & Matthew Gaude Financial planning after an Alzheimer’s diagnosis is critical to ensure proper care for the future. Patients