By Matthew Gaude & Shawn McGuire
As crazy as it is to believe, Thanksgiving is right around the corner. As the year begins to wind down, we at Live Oak Wealth Management have so many things to reflect on and be thankful for. This year has not been without its challenges for anyone, but through all these moments, there have been some incredible areas of life that evoke gratitude. This year has brought so much connection with our clients, new opportunities for growth, and open doors to learn new things. Here are a few things we are especially grateful for.
Family & Friends
Family and friends probably tops the list for most of us, but in this season especially, we are reminded of how much family means and the importance of surrounding yourself with people who know you, love you, and support you.
No matter how busy we are or what life changes come our way, family and friends are vital to our well-being. At Live Oak Wealth Management, we are incredibly grateful for the community that surrounds us, and we are privileged to consider many of our clients as friends as well.
As financial advisors, we have the honor and privilege of witnessing the transformation that financial freedom brings to our clients’ lives and pride ourselves on helping them reach greater levels of peace and confidence. Whether it’s guiding them in budgeting and savings, investing wisely, or planning for retirement, we enjoy the opportunity to play a role in helping individuals and families build a stable financial foundation. We recognize that it’s not just about accumulating wealth; it’s about the choices, opportunities, and peace of mind that come with it.
A Chance to Serve
For us, one of the most important parts of our lives is joining you on your journey and serving you as you pursue your goals. It is truly our joy to celebrate with you when you reach a milestone and support you when life gets shaky.
There aren’t many people who can say they get to go to their dream job every day, so we are incredibly grateful that we get to do just that, providing education and support for so many families in our community who are on the road to a successful financial future.
As we reflect on all we’re grateful for this year, we want to make sure to thank you, our clients, for choosing Live Oak Wealth Management to guide you in your financial life. We look forward to investing in you and your family in the future!
We hope your Thanksgiving leaves you refreshed and ready to look forward with hope. Remember, we are here for you and your family. We are grateful that you trust us with this vital part of your life. To get in touch before the end of the year, call our office at 770-552-5968 or email [email protected]. Or, if you prefer, you can simply click here to schedule an appointment online.
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.