Live Oak Financial Services, LLC

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Go Green, But with Care

Socially responsible investing has become a force to be reckoned with.

Six Times More Likely

It may be uncomfortable to consider the possibility that you could become disabled; however, preparing for the possibility now could help you avoid some more serious discomfort later.

Surviving the Estate Tax with Survivorship Life

People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.

Betting Your Life on Low Coverage

If you are close to retiring or have already retired, you may be wondering whether your life insurance policy meets your current needs.

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