Live Oak Wealth Management

At Live Oak Wealth Management, we serve the planning and investment needs of corporate employees, those approaching or in retirement and 401(k) plans. Our company is named after the live oak tree, a symbol of our philosophy of providing strength, protection and a solid financial foundation for our clients. ► Financial Planning We are personally committed to helping each client plan and make good decisions through our financial planning process. Our process takes into account all of your goals and objectives and encompasses risk analysis, cash flow, retirement, estate planning, taxes, education, and income strategies to help bring you clarity and guidance. It is through our planning process that we can help you prepare for life’s expected and unexpected circumstances. ► Retirement Income Planning At retirement, having a predictable, long-term income source is critical. We have created a 3-tiered portfolio solution through active investment management, founded in solid planning, that is designed to help generate predictable income while still allowing for some growth (Find out more about our ACTIVE INVESTMENT MANAGEMENT strategies). Our process starts with the development of a personalized Income for Life Model Analysis. Our objective is to provide you with the planning necessary to help generate income for life. ► Live Oak Introductory Video: https://youtu.be/DsLsYvONbbA ► Live Oak Investment Methodology Video: https://youtu.be/C1PXxQRKvTI Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc.(APA) an SEC Registered Investment Advisor. Live Oak Wealth Management is not affiliated with APFS and APA. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.