Services

Our firm specializes in helping individuals develop sound retirement strategies. No matter what stage of life you are in, whether you are just starting your career or have been established in your mid career, retired – or approaching retirement – please take the time to explore our website and the areas that we may assist you in. We help advise you on the best path to take for what meets your needs. We do this by advising you on investment strategies. We help design a portfolio that is in your best interest. We offer a wealth of information and expertise in managing your finances by personalized, hands-on services. We educate our clients about financial concepts and products, and take the mystery out of investing, estate conservation, and preserving wealth. By integrating your financial portfolio with your tax needs, we help you maximize the most out of your money. 

The difference between our firm and others it that personalized in depth understanding of your financial situation. Accountants focus on saving you taxes. Investors focus on your investments. Why not combine the two so that the decisions we help you make, maximizes your bottom line. By being a financial and tax professional, our unique understanding tax laws and investments advice will help you to be in a better position to continue to pursue your goals by ensuring that your financial planning and tax planning are working in synchrony. By considering tax implications every step of the way, we can add tremendous value to you through tax efficient asset gathering,  tax-loss harvesting, tax-deferral strategies, and optimizing strategies for wealth transfer to your loved ones.

We understand the many challenges that are consuming our lives today. From viruses to inflation to government policies, decisions can be paralyzing. Planning on retirement today or tomorrow, we know that one of the biggest concerns for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being. You should never be pressured into a financial position. We want the decision to be your decision. We share our advice through thorough research and real life experience. We will continue to monitor and analyze the information we communicate and will relay to you that same information in a concise and understandable way.

We want your interests to be our number one goal. Everyone wants their wealth to grow. Everyone wants continued success. However, that is not attainable by inconsistent decisions. The market will fluctuate constantly. One of the keys to being successful in wealth management is to stay consistent when the unfavorable market conditions exists. There are times when we must curtail our losses and there are times when we must not panic and stay the course. Everyday is a snapshot of your financial position. We help you make clear decisions in emotional times when that snapshot is blured.

The most important asset we have is peace of mine. This is where our advisory and tax financial modeling and analysis, can provide that.  Letting us help you go through various scenarios and furnish you with a plan that is in your best interest can allow you to have that peace.

How We Work

Investment Management

We offer management and maintenance of our client’s assets and investments through careful monitoring and market research. After gathering essential information, we devise short-term and long-term strategies for supporting and growing your wealth.

Retirement Planning

After determining your retirement income goals, we devise income-focused investment strategies to help achieve them. Our objective is to build an income stream for retirement that promises security and stability in your golden years.

Tax Planning

Our advisor is a Certified Public Accountant (CPA), which means that any investment advice you receive is always tax-advantaged. This expertise in tax efficiency seeks to ensure that clients are protected against earnings erosion and better prepared for the long term.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

kevin@liveoakc.com | (205) 755-9019