Live Oak Wealth Management is an independent financial advisory firm located in Roswell, GA, offering unbiased and independent financial advice to corporate employees and self-employed business owners. They specialize in retirement planning and social security, providing clients with a customized financial road map to help them feel more confident about their financial future.
With a commitment to active investment management and a focus on generating predictable income, Live Oak Wealth Management helps clients navigate life's expected and unexpected circumstances through their comprehensive planning process. They also offer participant 401(k) management services, assisting employees in understanding their options and making informed investment decisions to regain control of their retirement savings.
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