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Third Quarter 2021 Market Review and Strategy Update

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Live Oak Wealth Management

Live Oak Wealth Management

Financial Advisors in Roswell, GA

  • What Makes Us Different?
    • Our Team
    • Who We Serve
  • What We Do
    • Active Investment Management
    • Corporate 401(K) Plans
    • Participant 401(K) Management
      • Why You Need Help Managing Your 401K
      • 401K Management Services & Pricing
      • Why Work with Live Oak Wealth Management?
    • Retirement Income Planning
    • Our Financial Planning Process
    • Sample Financial Plan
  • Event
  • Market News
    • Market Commentary
    • Webinars
    • Reports
    • Articles
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Client Center

401K Management Services & Pricing


Our Pricing

  • $350 annual fee
  • No hidden commissions
  • Same Price Regardless of Your 401K Account Value

Services You Receive with Your 401(k) Account Management Subscription:

  • Customized 401K account management with custom report based on age, risk tolerance, goals and objectives
  • Each quarter, you will receive an email with your updated custom 401K plan allocation report
  • Employee will complete a risk tolerance questionnaire 
  • Complete 401K plan review, including current deferral rate, matching, retirement needs and projections, risk tolerance, goals and objectives
  • Access to our quarterly market review and strategy update webinars, market updates and education presentations/webinars
  • Access to Matthew Gaude or Shawn McGuire, principals of Live Oak Wealth Management. If you have questions, you can contact us directly via email, phone or in person meetings.

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About

Securities offered through American Portfolios Financial Services, Inc., member FINRA/SIPC. *Advisory Services offered through American Portfolios Advisors, Inc., a SEC Registered Investment Advisor. Live Oak Wealth Management, LLC is independently owned and not affiliated with APA or APFS.

Contact

LiveOak Wealth Management
10892 Crabapple Rd. Ste. 100
Roswell, GA 30075

Phone:
770-552-5968

Fax:
770-552-5968

Email:
INFO@LIVEOAKWM.COM

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