Here at Live Oak Wealth Management, we believe that your success is our success and have made it a priority to build lasting, meaningful relationships
What Is A Fiduciary And Why Is It Important?
By Matthew Gaude & Shawn McGuire Does your financial advisor have a hidden agenda? You might assume that if you work with a financial advisor,
See A Sample Financial Plan
By Matthew Gaude & Shawn McGuire When’s the last time you made a major purchase sight unseen? You most likely haven’t. It would be incredibly
What Is Your Long-Term Care Plan?
By Matthew Gaude & Shawn McGuire If you want something done right, do it yourself. A saying we find rings true in many areas of life, and most
Five Steps To Get Your Financial House In Order
By Matthew Gaude & Shawn McGuire Did you know that 4 in 10 Americans admit that they prefer not to think about money? (1) This isn’t all too
What Makes Live Oak Wealth Management Different?
Live Oak Wealth Management is not your ordinary advisory firm. Established in 2009, we created Live Oak Wealth Management to offer independent,