We’re here to serve you.
Through unbiased advice and unparalleled personal service, our team has been developing comprehensive financial and retirement strategies for individuals, families, and businesses for decades. Our clients trust us to listen carefully to their needs, identify the best options for their unique circumstances and guide them along the path to financial well-being. We strive to build long-term partnerships, so we keep all of our clients informed of market fluctuations which can impact their short and long term plans.
As a client of ours, you will value our independence, personal touch, and tradition of offering professional guidance.
Independent perspective. As an independent advisor with LPL Financial., we have access to innovative technology and top industry research. We do not endorse proprietary products, which means we are free to provide you with unbiased solutions. Because of our established investment approach, team collaboration and strict code of ethics, we have earned a reputation for client satisfaction.
Advice and Planning. Having an in-depth understanding of your needs and goals is a fundamental process to the way we work with you. At Live Oak Investors, understanding and achieving your financial goals is an ongoing process. We build and balance your portfolio with a wide range of financial strategies available through industry leading resources. By initially establishing your objectives we identify your goals based on a current financial picture. We then develop a personalized financial profile using a personal balance sheet, current asset allocations, and take into consideration your tolerance for risk. Once completed and agreed upon, a strategy is set forth allowing you to manage and understand your goals.
Managing and Understanding. We provide useful advice and a unique, integrated approach that can help you manage your wealth and achieve your financial goals. No matter how thorough one’s planning process maybe, we know market conditions as well as your goals and objectives will more than likely change over time. With scheduled portfolio reviews and systematic rebalancing programs, Live Oak Investors will keep a firm grasp upon your progress and be readily available to offset strategies as needed. While it is our promise to help you manage your retirement, it is our mission to help you understand it.
Our Planning Strategies
To help you live the life you desire, we provide a wide range of comprehensive financial services and strategies. Our goal is to ensure that we help you take advantage of evolving opportunities by strategically managing and protecting your assets in any market environment.
Our comprehensive services and strategies include
- Retirement planning
- Discuss and evaluate 401K & Pension rollovers
- Provide Retirement plans for self-employed individuals
- 529 education savings plans
- Life insurance
- Long-term care insurance
- Estate planning
- Asset management
- Nonprofit strategies
- Financial tools and information
- Online account access
One of the innovative tools we use to help you understand your finances and money, is Wealth Vision. A sophisticated software that gives you a single access point to securely view all of your financial accounts and insurance coverage.
As President and CEO of Live Oak Investors, Jason had a vision of creating a Wealth Management Group which could offer something more than just the standard retirement planning and investment packages. With more than 20 years of experience in both the Insurance and Financial Services industry, Jason has enabled thousands of individuals, as well as families and businesses, the ability to achieve success in their financial futures.
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With a custom financial strategy, we provide you with investments that will work toward achieving your financial goals. A diversified product line, unmatched resources, and premier customer service is the difference between investing and investing wisely.
Live Oak Investors is more than investments. Our team of financial experts can assist you with every aspect of both your financial and retirement planning needs. We have a reputation for being the firm that clients trust because we aspire to do what’s right for the client.
Live Oak Investors was developed upon practices which offer something more than just the standard personal finance and investment packages. We take great pride in nurturing relationships which have been built on confidence, loyalty and trust.