No Mahogany Desks Here, Just Peace of Mind.

When you’ve worked with a financial advisor in the past, you may have experienced cash flow planning or had your financial services fulfilled by several different people. Andy Basinger, our Certified Financial Planner, will guide you through his financial planning process to ensure you experience the seamless management of all facets of your wealth.

The various pieces of your financial puzzle are intertwined, which is why the wealth management services of a Certified Financial Planner are invaluable. It is nearly impossible to receive accurate financial advice without reviewing your entire financial landscape. These are just a few of the topics you can expect to cover with our team as part of your comprehensive financial planning.

 

Trust and estate planning

Are all of your accounts properly titled? Are your estate documents drawn up in the state you currently live in? These small details can have significant impacts on multiple generations of your family. Daniel Hughes, Live Oak Private Wealth’s Certified Trust and Financial Advisor (CTFA), will ensure all your documents are correctly titled, living wills and power of attorneys are in place and that all of your existing estate documents are in line with your family goals and up to date with current estate laws.

Retirement planning

Retirement looks different for everyone, and we want your retirement to be all about the things you love most—whether that’s travel, philanthropy or supporting your family members. Our team will help you navigate the complexities of proper budgeting, timing, social security, pension and more.

Cash flow management

Can you imagine feeling entirely in the know and in control of your spending, savings, debts, investments and gifting allowance at any given time? We want you to have that peace of mind. By having the proper comprehensive financial planning in place and having all of your accounts accessible with a single sign-on, you’ll be one step closer to enjoying the satisfaction of financial security.

Charitable giving

Giving back may be on your to-do list, but it’s essential to maximize your charitable intentions. The experts at Live Oak Private Wealth know the ins and outs of recent tax laws to properly advise you on charitable giving so that you can focus on what philanthropic efforts are the most important to you and your family.

What You Can Expect

The planning meeting with you and your family will go far beyond simply giving you a two-page questionnaire and then plugging you into a product. You can expect an engaging planning session so that we can create a custom investment plan based on your goals.

  • Thoughtful investing, not just low risk
  • A goals-based investment approach
  • Competitive fees
  • A team you can contact at any time

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