The strength and shelter seen in the spreading branches of the Live Oak tree do not happen overnight. The same patience applies to your financial future.

Take the steps now to ensure peace of mind and enjoyment for years to come.

SERVICES

Live Oak Financial Services offers personalized service and satisfaction for clients in Texas and Northwest Florida.

Personal Financial Planning

A complete review and analysis of your current financial services including, but not limited to:

  • Money Management
  • College Savings
  • Retirement Planning
  • Investments
  • Mutual Funds
  • 401k Rollovers
  • Roth IRAs
  • Life and Fixed Variable Annuities

Donna has the heart of a teacher and offers a complimentary review for you!  She is is excited to see people empowered to take control of their finances, with a focus on the Dave Ramsey way!

Insurance Services

  • Term
  • Universal
  • Whole Life
Contact Donna
Are you looking for a financial advisor, who has a heart to see people succeed?
Schedule a consultation today!