We created Live Oak Wealth Management to address all of the most important areas of your financial plan.
Our services include:
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.
Connect all of your financial accounts to build a comprehensive picture of your financial life.
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.
Tell us what you hope to accomplish and we’ll build a plan to help you get there.
Prioritize your financial objectives and easily re-shift your focus as your goals change.
Learn how much risk you’re really comfortable taking in your investments.