Live Oak Investors

Live Oak Investors We Address the Needs of Individual Investors and Plant the Seeds for a Independent Financial Future!

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. www.finra.org www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.liveoakinvestors.com

September is Life Insurance Awareness Month.Life insurance is more than a policy it’s part of a thoughtful financial pla...
09/01/2026

September is Life Insurance Awareness Month.

Life insurance is more than a policy it’s part of a thoughtful financial plan designed to help protect the people and future you’ve worked hard to build.

This month is a great reminder to review your current coverage and ask:

• Has your family or financial situation changed?
• Does your current coverage still meet your needs?
• Is life insurance properly incorporated into your overall financial plan?

At Live Oak Investors, we believe financial planning is about more than growing wealth it’s also about helping protect it.

If it’s been a while since you reviewed your life insurance needs, we’re here to help you start the conversation.

Live Oak Investors | Planning today. Protecting tomorrow.

08/31/2026

Matt Kirk is closing the 2026 summer flatbed series out this Wednesday! Your wont Wanna miss it! It gonna be a epic night! Beer is cold baby! !

Without children, many adults have fewer day-to-day expenses and more discretion over how and when they spend their mone...
08/31/2026

Without children, many adults have fewer day-to-day expenses and more discretion over how and when they spend their money.

Not having kids might mean fewer financial obligations, but it doesn’t automatically make retirement planning easier.

In fact, flying solo as you age comes with its own set of complexities, from healthcare costs to estate decisions. Here’s what child-free adults should know when planning for life after work.

https://liveoakinvestors.com/retirement-planning-for-people-without-kids-preparing-for-long-term-care-and-estate-management/

An obsolete datapoint may be sabotaging your retirement outcome.What age does your retirement plan run to?For most peopl...
08/27/2026

An obsolete datapoint may be sabotaging your retirement outcome.

What age does your retirement plan run to?

For most people, the answer is somewhere in their mid-80s or early 90s. That has always sounded conservative — or at least, reasonable. It may no longer be.

For decades, the biggest risk to financial plans were external economic failures, like market crashes, inflation, interest rates, taxes, sequence of returns or bear markets.

https://liveoakinvestors.com/opinion-the-biggest-risk-to-retirement-plans-may-no-longer-be-a-stock-market-crash-or-inflation/

A special thank you to one of our wonderful clients for surprising our office with lunch yesterday! 💚We’re so grateful f...
08/26/2026

A special thank you to one of our wonderful clients for surprising our office with lunch yesterday! 💚
We’re so grateful for the thoughtful gesture and even more grateful for the relationships we’ve built with the people we have the privilege of serving.

Thank you for thinking of our Live Oak Investors team. You made our day (and our lunch)!

🎓 College is officially back in session — and I can’t help but think about how fast time goes by. One minute you’re hel...
08/25/2026

🎓 College is officially back in session — and I can’t help but think about how fast time goes by.
One minute you’re helping your little ones tie their shoes… and before you know it, you’re dropping them off at a dorm, hoping you remembered everything on the checklist.

Whether you already have a student in college or you’re still in the early years, having a plan in place makes a world of difference.

Here are two powerful tools to help you stay ahead:

✅ 529 Plans — Contributions grow tax‑free, and many states offer a tax deduction. Funds must be used for qualified education expenses like tuition, books, and room & board.

✅ Trump Accounts (new in 2026) — A flexible new savings option for kids under 18. Eligible children receive a $1,000 government seed deposit, and families/employers can contribute up to $5,000/year. It grows tax‑deferred and converts into an IRA at 18, giving your child long‑term financial footing beyond education.

No matter what stage your family is in, Live Oak Investors is here to help guide you with clear, confident planning for the road ahead.

Accessing your accounts online is easier than you may think!With LPL Account View, you can securely access your account ...
08/24/2026

Accessing your accounts online is easier than you may think!

With LPL Account View, you can securely access your account information, view balances, statements and more all in one convenient place.

We’ve put together this quick step-by-step guide to help you get started.

And remember, you don’t have to figure it out on your own. If you have questions, trouble logging in, or would simply like someone to walk you through the process, don’t hesitate to give us a call. We’re happy to help!

At Live Oak Investors, we’re here to guide you every step of the way.

📞 830-331-1113
🌐 liveoakinvestors.com

IT’S ALMOST GAME TIME, BOERNE! 🧡Boerne Little League has made our entire community proud, and we’re cheering them on as ...
08/21/2026

IT’S ALMOST GAME TIME, BOERNE! 🧡

Boerne Little League has made our entire community proud, and we’re cheering them on as they take the field!

If you’re driving down I-10 near Indian Hills, keep an eye out for our billboard honoring these incredible players and their amazing run! 🙌

From all of us at Live Oak Investors & Prime Time Sports Cardz we’re proud to support Boerne Little League and celebrate a team that has brought our community together.

KEEP KNOCKING IT OUT OF THE PARK! ⚾️🔥

LET’S GO, BOERNE LITTLE LEAGUE! 🧡

Today is a big day for Boerne Little League, and we’re cheering you on from back home!What an incredible accomplishment ...
08/21/2026

Today is a big day for Boerne Little League, and we’re cheering you on from back home!

What an incredible accomplishment to represent Boerne on the World Series stage. You’ve already made our community so proud.

From all of us at Live Oak Investors, GOOD LUCK, BOERNE LITTLE LEAGUE!

Tip Thursday💡Take five minutes today to check your account balances.Not your investments.Not your retirement accounts.Ju...
08/20/2026

Tip Thursday💡

Take five minutes today to check your account balances.
Not your investments.
Not your retirement accounts.
Just your everyday checking, savings, and credit card balances.

Why?
Because financial awareness starts with knowing where you stand right now.

Most financial problems don’t appear overnight they build slowly when we stop paying attention. A quick weekly check‑in can help you:

Catch unexpected charges

Avoid overdrafts and late fees

Stay on top of spending

Build confidence in your financial decisions

Small habits practiced consistently often create the biggest results.

At Live Oak Investors, we are here to help guide you as you build stronger financial habits and long‑term confidence.

What’s one money habit that helps you stay on track?

Address

114 Oak Park Drive
Boerne, TX
78006

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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