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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
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Client Center

What We Do


We created Live Oak Wealth Management to address all of the most important areas of your financial plan.

Our services include:

Download Our Services Matrix


Our Client Experience Process

Download Client Experience Matrix Here

All of our services are customized for each client’s personal situation. Our responsibility does not end there. As you encounter bumps in the road, changes in goals or any other roadblocks, we are there to offer advice and guidance.

We are there to celebrate your successes and cope with your challenges. We work alongside your other professionals such as your attorney and your CPA to be sure all of your legal, tax, and financial strategies are aligned.


Personal Financial Website

Connect your financial decisions to the people and things that matter most.

People & Property
Personalize your Organizer to reflect the people and things that are most valuable to you.

Accounts
Connect all of your financial accounts to build a comprehensive picture of your financial life.

Professional Contacts
Store all your professional contacts in one place and access them from anywhere.

Income, Expenses & Savings
See a breakdown of what you own, what you owe and how your savings are impacted.

Future Goals
Tell us what you hope to accomplish and we’ll build a plan to help you get there.

Financial Priorities
Prioritize your financial objectives and easily re-shift your focus as your goals change.

Risk Tolerance
Learn how much risk you’re really comfortable taking in your investments.

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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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