Live Oak Wealth Management Group, LLC is an independently registered investment advisory firm focused on retirement planning, estate planning and active investment management. We're in this business for the privilege of helping businesses succeed, helping people live the retirement they dreamed of, and seeing families build a legacy for generations to follow. We recognize the value of the trust our clients place in us, and in turn, we are committed to preserving their wealth, striving to provide high-quality wealth management planning ideas, sophisticated estate and asset protection recommendations, strong risk-adjusted returns, and the highest levels of service.