1303 East Grand Avenue
Suite 221
Arroyo Grande, CA 93420

Live Oak Wealth Management

805-474-0755

 
What Can a Million Dollars Buy You? Perception vs. Reality The Cycle of Investing Your DNA Test

Helping You Thrive and Endure.

With the uncertainly in today's world, it is important to partner with an experienced team member who seeks to fulfill your needs.  A team member you can relate to, count on and who is available to you both now and in the future.

With this in mind, Steven Burdick founded Live Oak Wealth Management.

The Oak tree is a unifying symbol of our beautiful Central Coast and serves to remind us of the importance of building strength. This strength enables the Oak to endure and thrive over time. Our goal at Live Oak Wealth Management is to serve you in developing strategies that may assist you in your ability to also "endure" and "thrive".

Services include:

  • 403b/401k plans
  • Full-service Financial Planning
  • Insurance needs and analysis
  • College funding services
  • Mutual funds and Income Tools
  • Wealth Management
 

Helpful Content

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

 

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Rightsizing for Retirement

What does your home really cost?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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