By Matthew Gaude & Shawn McGuire
We are living in unprecedented times, with hourly briefings and updates that cause many of us to panic or at least lose sleep at night. We get it. Life is going to look very different for a while, but one thing that will not change is Live Oak Wealth Management’s commitment to you, your life, and your finances.
Book A Zoom Virtual Meeting With Us
If you have questions or concerns about your money, your goals, asset allocation, risk, what the markets are doing, or anything that’s causing you financial stress, we are here as your shoulder to lean on. As more and more of our country becomes required to shelter-in-place, we are now offering virtual meetings with our clients. The technology we use allows us to meet “face-to-face,” share documents, and connect with each other from the comfort and safety of our own homes.
We know this is a stressful time and, as always, we are here to serve you in every possible way.
Personally, this has been the most difficult two weeks of my career from a physical, mental and emotional perspective. This market action has not been easy and quite extreme. Having to provide real time analysis of the stock market, accounts and investments since we have had to tune out the high level of fear being presented everywhere you look – in order to view the market as objectively as humanly possible under these circumstances.
These measures will help us reduce the risk of exposure in our office while providing the same level of service you need to feel supported and confident. Please do not hesitate to reach out to us at 770-552-5968 or firstname.lastname@example.org. Or, if you prefer, you can simply click here to schedule an appointment online, choosing the “meet via web conference” option. We hope to hear from you soon!
Matthew Gaude is an *investment advisor representative and the co-founder of Live Oak Wealth Management, a financial services firm in Roswell, Georgia. He serves the planning and investment needs of corporate employees, those approaching or in retirement, and 401(k) plan sponsors. Working first as a commodity broker and then as a Business Development Manager for a national broker-dealer in previous jobs, he has the insight and experience to help clients understand the complexities of the market and implement strategies to minimize risk. To learn more about Matthew, connect with him on LinkedIn or visit www.liveoakwm.com.
Shawn McGuire is a financial advisor and the co-founder of Live Oak Wealth Management, a financial services firm in Roswell, Georgia. He serves the planning and investment needs of corporate employees, those approaching or in retirement, and 401(k) plan sponsors. He has worked in financial services since 2002 in positions ranging from financial advisor to stock broker and portfolio manager. As a CERTIFIED FINANCIAL PLANNER™ professional, he is trained to help clients with virtually all their financial needs. To learn more about Shawn, connect with him on LinkedIn or visit www.liveoakwm.com.
Securities offered through American Portfolios Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through *American Portfolio Advisors, Inc., a SEC Registered Investment Advisor. Live Oak Wealth Management, LLC is independently owned and not affiliated with APFS or APA.
Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc. (APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk, and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors. Seek tax advice from a tax professional.