The S&P 500 experienced its first real dose of volatility early in the second quarter, but expectations for interest rate cuts by the Federal
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12 KEY QUESTIONS EVERY RETIREE MUST ANSWER
A Must Read for Anyone Retired or Very Close to It
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MAXIMIZING YOUR SOCIAL SECURITY BENEFITS
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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.
Webinar to discuss the third Quarter 2021 Market : Review and Strategy Update and More You Need to Know!
Third Quarter 2021 Market Review and Strategy Update
We will answer these questions and more in this webinar.
Watch Webinar
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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.
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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
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Live Oak’s July Interest Rate Update
By Matthew Gaude & Shawn McGuire Federal Reserve officials at their June 12th/13th meeting indicated that inflation is moving in the right
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Optimize Your Retirement Savings: 6 Proven Tax-Saving Strategies
By Matthew Gaude & Shawn McGuire When you take the time to imagine your retirement and map out future plans, chances are high taxes aren’t the