Live Oak Investment Partners
Live Oak Investment Partners, based in Austin, Texas, specializes in a range of financial services including employer retirement plan consulting, estate planning, and portfolio management. The firm prides itself on fostering deep relationships with clients, treating them like family while focusing on their individual goals and financial well-being.
Led by experienced professionals such as Mike Hostick and Michael Charles, Live Oak Investment Partners emphasizes a personalized approach to financial planning, ensuring that clients receive tailored strategies that align with their aspirations. Through a commitment to listening and understanding client needs, the firm aims to guide them on the path to financial success.
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