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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

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July 14, 2018

UMPSTART YOUR FINANCIAL PLAN FOR 2018!

If you’re like me, New Year’s Day already feels like ancient history. And if you made a New Year’s resolution, you may be part of the 80% of Americans

All,  Articles

July 14, 2018

WHY I BECAME A FINANCIAL ADVISOR (MATTHEW GAUDE)

Some people like playing baseball, but as a child, I loved collecting baseball cards. It wasn’t the game that intrigued me; rather, it was my first

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July 14, 2018

WHY I BECAME A FINANCIAL ADVISOR (SHAWN MCGUIRE)

People often ask me why I became a financial advisor. Like a lot of people, I didn’t always know what I wanted to be or what I wanted to do with my

All,  Articles

July 14, 2018

Are Your Bond Investments at Risk?

As the Federal Reserve prepares to raise interest rates, bond investors should understand how a rate hike will affect their investments and what they

All,  Articles

July 12, 2018

REPORT: 6 Critical Social Security Facts Retirees Must Know

The Six Keys to Maximizing Your Total Lifetime Social Security Benefit Download Your Exclusive Report

All,  Reports

July 12, 2018

REPORT: Do You Know How Much the Investments in Your 401(k) Are Costing You?

What is your cost of the problem? Every individual company 401(k) retirement plan participant currently owns a handful of laggard investments. This

All,  Reports

July 12, 2018

The New Tax Law Webinar 20+ Questions Every Person, Family and Business Must Answer Soon!

The New Tax Law webinar will discuss how the largest and most anticipated tax reform act passed by Congress since 1986 will affect you. Our goal today

All,  Webinars

July 12, 2018

2nd Quarter 2018 Market & Strategy Update

When You Attend, You Will Learn... We'll be reviewing where the market stands after the first quarter of this year, as well as our insights on

All,  Webinars

July 12, 2018

REPORT: Your Guide to Retiring From ADP

Are You Making the Most of Your ADP Benefits Package? As an employee of ADP, you know that the company appreciates their employees.

All,  Reports

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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:
[email protected]

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