Broker Check

Our Services

Asset/ Investment Management Services:

We assist individual, corporate and trust clients in the asset/ investment management process by evaluating their situation and educating them in the balancing act of risk/ reward associated with various strategic, tactical, hedged, absolute return, etc. investment strategies. We guide clients through multiple subjective investment analyses to formulate their unique investments or investment objective statements. These Investment Objective Statements or reports become a scientific road map to investing through a diversification of investment strategies.

Fee-Based Advisory Services:

Through Live Oak Wealth Management, LLC, we offer clients fee-based advisory services of Retirement, Investment, Corporate, Tax and Estate planning strategies.

<h2>Retirement/ Wealth Accumulation Planning:</h2>

Retirement/ Wealth Accumulation Planning:

We assist individual, corporate, and estate clients in identifying appropriate investment strategies based on their desires. We also educate individual and corporate clients in the development of various qualified and non-qualified plans that are available given their situation.

Pension/ Retirement Distribution Planning:

We assist individual and corporate clients with their qualified 401k's / pensions / individual retirement accounts by educating them with ways to decrease income taxes. Specializing in retirement distribution, we counsel clients in the process of growing, preserving and transferring, in many cases, the largest asset in their financial world. We assist attorneys, CPA’s and their clients with these multi-generational, wealth-building strategies.

Corporate & Estate Planning:

We assist clients in corporate and estate planning by educating them in the design of their own asset distribution strategies and provisions. Once the client fully understands and confirms their desired flow of assets, the final plan is documented and executed by specially trained attorneys. We find that many existing plans don’t truly accomplish the clients’ desires and most need changes.

<h2>Group Benefits:</h2>

Group Benefits:

We assist corporations with their employee group benefit needs. Our firm offers employer sponsored group health insurance plans, in addition to voluntary life, disability and long term care (LTC). We also provide individual benefits, such as Health Savings Accounts (HSA's).

General Services:

We offer a full range of investment, retirement and insurance services and products (IRAs, 401(k)s, Profit Sharing Plans, etc). We offer professional, fee-based money management and brokerage services. This includes stocks, bonds, mutual funds, ETF's, annuities, REIT’s, insurance and investment planning.

Neither Securities America nor its representatives offer tax or legal advice. Please consult your tax advisor or attorney for guidance. Investments in model strategies may expose the investor to risks inherent within the model and the specific risks of the underlying investment directly proportionate to their allocation. All investments involve the risk of potential investment losses.