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408 2nd Avenue South, Clanton, AL 35045

(205) 755-9019
kevin@liveoakc.com
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Trusting

Trust starts with transparency. LPL follows the fiduciary standard, meaning we pride ourselves on offering objective and honest advice to our clients at all times.

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Understanding

Creating a comfortable future for our clients is the best way to care for them. Our services are meant to support you for the long haul, which is why we make sure each plan is personal and prepared to carry you toward freedom in your financial lifestyle.

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Caring

We understand that life can get complicated, which is why caring is an essential part of any financial plan. We create flexible schedules and strategies that support your unique lifestyle.

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 “Wealth is the ability to fully experience life.” –Henry David Thoreau

PURSUE FINANCIAL FREEDOM

PURSUE FINANCIAL FREEDOM

Our mission is to create a limitless future for you and your family through strategic wealth management. The best way to take the weight off your shoulders is to create a solid financial foundation for you to rely on as your life takes place.

EXPERIENCE YOU CAN TRUST

EXPERIENCE YOU CAN TRUST

On top of being investment advisors, we are a team of tax professionals. This means we offer advice that ensures each of your investments is tax-efficient, helping to avoid the erosion of earnings from tax drag. Good wealth management always considers how taxes affect your savings and investments. 

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