By Matthew Gaude & Shawn McGuire
Happy Holidays from our team at Live Oak Wealth Management! This year has certainly had its ups and downs, but we are always grateful to have clients like you. We appreciate your trust in us and the opportunity to provide exceptional service. It is our goal to help you feel confident in your future and prepared for whatever comes your way. Ring in this holiday season with peace and joy, knowing that we’re here to watch over your finances.
Reflecting on 2021
As another eventful year comes to a close, I’d like to offer a heartfelt “thank you” for being part of the Live Oak Wealth Management journey.
It’s important to reflect on all that we’ve achieved this year. With so much out of our control (the markets, the economy, inflation, and other shocks), it’s so important to focus on ourselves, our hopes, our goals, and our dreams.
Whether or not you are glad to see this year go, take time to reflect on all that it has brought and the good things that have come from every victory and trial.
Embracing Our Dreams
It might still look hard to fully commit to our dreams when the world is still uncertain. But let’s move forward and recommit to them even if they look a little different.
Our job together is to help you grow and protect your wealth so you can use it to reach your aspirations, retire in comfort, create change in the world, and leave a legacy of love. It’s the desire to see you achieve your dreams that drives my team and me to work tirelessly on your behalf.
Looking Forward to 2022
We hope you are excited for everything the new year will bring, and we encourage you to think about what you want 2022 to hold for you. The end of the year is a great time to set new goals, dream about the future, and find renewed motivation. Use this season to recharge your batteries and create a vision for the coming year so that you can hit the ground running in January. Enjoy some well-deserved rest and get excited for the new year!
Thank You for a Wonderful Year!
Everything our team at Live Oak Wealth Management achieves as a firm is all due to you. Your loyalty brings new clients to our doors, and your trust helps us build strong relationships that last a lifetime. We hope that in serving you, we have provided your family comfort in knowing that we are here to help whenever you have questions or concerns. We understand that life changes can happen at any moment, and we want you to rest easy knowing that when you need advice, guidance, or simply someone who will listen, we’re here for you.
As we prepare to enter a new year, we look forward to continuing to help you achieve your financial goals in 2022. Here’s wishing you joy and laughter during the holiday season and a happy new year!
To check in on your financial plan before the end of the year and make sure your finances are prepared for a successful 2022 and beyond, reach out to us by calling our office at 770-552-5968 or emailing firstname.lastname@example.org. Or, if you prefer, you can simply click here to schedule an appointment online. We look forward to hearing from you!
P.S. With December 31 approaching, it’s our last chance to make charitable gifts, take Required Minimum Distributions, and make Qualified Charitable Distributions for 2021. Want to chat about your plans? Hit “reply” to the email and let me know.
P.P.S. Lawmakers are sprinting to pass legislation (including the Build Back Better Act) before the end of 2021. I’ll be in touch in the new year with anything critical that you need to know.
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. Neither APFS nor its Representatives provide tax, legal or accounting advice.