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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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 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.
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.