Retirement Planning Services
- Review current asset allocation within your employer provided retirement plans such as 401(k)’s
- Discuss and review advantages and disadvantages for your 401k & Pension Rollovers
- Develop a written Investment Policy Statement (IPS) to identify investment objectives and risk profile
- Review your investments and design personalized portfolios appropriate to your goals, timelines, risk tolerance and performance expectations
- Complete quarterly meetings or calls to review and evaluate your investment performance
Insurance & Risk Management Services
- Analysis of your risk management needs, now and in the future
- Implement a Policy Review Program to provide objective assessment of current risk reductions strategies
- Complete Annual review of Life, Disability, & Long Term Care policies
Family Wealth & Estate Planning
- Analyze your current estate plan and concerns
- Provide Complementary, no obligation consultation with a qualified estate planning attorney
- Providing guidance with the appropriate steps, necessary paperwork and handling of ownership transference in the event of death of a loved one
Client Services & Communications
- At a minimum, perform an annual review of investments, progress towards goals and adjustments if needed
- Periodic reports and commentary outlining current events and the impact on your investments and portfolios
- Invitation to Educational Events, including Client Appreciation Events (where you may invite up to 2 guests)
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Live Oak Investors | 114 Oak Park Drive Boerne, TX 78006 Get Directions
(P): (830) 331-1113