Our Process

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 which enables you to manage your wealth and pursue your financial goals. No matter how thorough one’s planning process may be, we know market conditions, as well as your goals and objectives, will more than likely change over time. With scheduled portfolio reviews and systematic re-balancing 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 finances, it is our mission to help you understand them.

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financial planning resources

Planning Resources

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.

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Our Services

Live Oak Investors is more than investments. Our team of financial experts can assist you with every aspect of your financial needs. We have a reputation for being the firm that clients trust because we aspire to do what’s right for the client.

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About Us

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.

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Our Partners

Live Oak Investors | 114 Oak Park Drive Boerne, TX 78006 Get Directions

(P): (830) 331-1113