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
- 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!
- Whole Life