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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For Income, Pick Up This Split

A split-annuity strategy can help you begin receiving an income stream that has the potential to last well into the future.

Social Security Outlook

If your retirement is a long way off, you might want to consider the possibility that Social Security may not provide a significant source of your retirement income. Here’s why.

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.

Estimate Your Estate

It is imperative to have an estate conservation strategy. Taking an inventory of your assets is a good place to start.

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