By Matthew Gaude & Shawn McGuire
Change is inevitable, but the changes we are experiencing right now take the cake. We want you to know that our thoughts are with each and every one of you as we all adjust our lives and make the most of the situation we’ve been handed. Our team at Live Oak Wealth Management is working tirelessly to take care of you and your money. Here’s how.
We Are Open For Business
Just not in the same way as before. We previously announced that we are moving to virtual meetings that allow us to connect with you and keep your plan on track while also following our government’s guidelines to flatten the curve of COVID-19.
Our systems and workflows are set up to successfully carry out all our tasks remotely. Our operations are not slowed down in any way, and our employees are available to access your accounts, execute transactions, and advise you on potential opportunities this crisis provides.
Make The Most Of This Time
And while it may not feel like it right now, these times of hardship present opportunities to make positive changes. The coronavirus outbreak is making us all reflect on our mortality and our daily lives. Social distancing is giving us the opportunity to see what we miss, what we’re glad we’re not doing, and think about what we would like to change about our lives once things go back to normal. Just think about what a celebratory day it will be when we can once again be with our family and friends, doing the things we love. Take this time to reflect on your priorities and goals and align your finances with your values.
We Care About You
It’s no secret that we think of our clients like family. Our dedication to long-term relationships means that when you are going through a hard time, we feel it too. If you are struggling, worried about your income or your financial plan, or just need to process your concerns, we are here for you. We’ve always said that our clients’ success is our success, and that’s something that hasn’t changed. We are in your corner, rooting for you at every turn and we encourage you to reach out to us during this time. Shelter-in-place or social distancing doesn’t mean you are alone. Contact us at any time to set up a phone or virtual meeting. You can reach 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.
When this storm passes, we look forward to seeing you in person once again!
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.