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.

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

 

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Should I Pay Off Debt or Invest?

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

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Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

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

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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