While we work with a wide array of clients, we most enjoy serving the planning and investment needs of pre-retirees and retirees, small business owners, and employees of small and large companies where we provide guidance and investment recommendations regarding their 401(k) plans. Many of our clients are:
- Employees who want to maximize their 401(k) plans
- Individuals planning for retirement
- Business owners
Our clients are hard-working, family-oriented people where their days are consumed by work and family. They don’t have time to keep up with the stock market and financial news that could have a direct impact on their investments. Our goal is to take that responsibility off of their shoulders and provide guidance through goals based planning to help them work toward their personal goals.
Our clients typically have busy lives and seek advice from a knowledgeable professional to guide them toward their wealth goals. Our clients often have these things in common:
- They’re busy and they work hard
- They want a plan for a secure retirement
- They want to work with one financial team for all of their planning needs
- They enjoy working with a team they can trust to help them look forward to retirement
Because our clients rely on us to manage and monitor their financial life, we work hard to gain their trust. It’s important for our clients have to trust us in order for them to allow us to manage their life savings. Our clients know we are only a phone call or email away and are always available to answer any questions they may have.
Along with the trust we nourish, our clients also frequently tell us that we do what we say we are going to do. We stand by what we say we’ll do and do all in our power to build strong relationships with all of our clients.
Live Oak Wealth Management’s mission is to help individuals build their wealth through two key principles: wealth accumulation and wealth preservation. We do this by providing our clients and their families personalized wealth management strategies. Our focus is to secure, maintain, and protect the financial lifestyle of our clients throughout their lifetime.