Live Oak Investors

Live Oak Investors We Address the Needs of Individual Investors and Plant the Seeds for a Independent Financial Future!

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. www.finra.org www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.liveoakinvestors.com

Join us tonight at Free Roam Brewing Company for great vibes and live music from Bailey Rae. Grab a drink, bring some f...
06/24/2026

Join us tonight at Free Roam Brewing Company for great vibes and live music from Bailey Rae. Grab a drink, bring some friends, and kick off the evening with an amazing performance. See you there.

Before giving your kids money in retirement, ask these 3 questions to protect your nest egg and their financial future.Y...
06/22/2026

Before giving your kids money in retirement, ask these 3 questions to protect your nest egg and their financial future.

Your daughter needs money for a down payment on a new house. Your son needs a loan to wipe out high-interest debt. Another child wants cash to pursue a graduate degree. As parents, it’s entirely natural to want to step in and help. But if you’re already retired, you need to think twice before opening your wallet. After all, you don’t want to jeopardize your own financial security for the sake of theirs.

https://liveoakinvestors.com/before-you-write-a-check-to-your-adult-kids-ask-yourself-these-3-questions/

Happy Father’s Day to the dads who lead with strength, patience, and heart.Today we honor the men who guide, support, an...
06/21/2026

Happy Father’s Day to the dads who lead with strength, patience, and heart.
Today we honor the men who guide, support, and inspire their families and communities.
From all of us at Live Oak Investors, thank you for the roots you plant and the legacy you build.

Tonight’s the night Joey Green is taking over the stage at Free Roam Brewery’s Singer Songwriter -Summer Concert Series,...
06/17/2026

Tonight’s the night Joey Green is taking over the stage at Free Roam Brewery’s Singer Songwriter -Summer Concert Series, and it’s going to be a good one.
Grab a cold drink, bring a friend, and settle in for some great live music under the Texas sky.

Oil prices tumbled on Monday after the U.S. and Iran agreed to a tentative peace deal to end the war in the Middle East....
06/15/2026

Oil prices tumbled on Monday after the U.S. and Iran agreed to a tentative peace deal to end the war in the Middle East.

The West Texas Intermediate contract for July delivery CL.1-5.64% CLN26-5.63% slid by more than 5% to $80.30 a barrel. That brings it down by a third since its intraday peak of $119.48 reached at the beginning of the second week of trading following the start of the conflict, according to Dow Jones Market Data. The August Brent crude contract BRN00-5.28% BRNQ26 -5.29% fell by 4.8% to $83 a barrel, down about 30% compared with its highest point during the year of $119.50.

https://liveoakinvestors.com/oil-prices-retreat-to-80-a-barrel-after-u-s-and-iran-agree-to-a-framework-for-peace/

Ever wonder what an annuity actually does? 💡At its core, it’s a tool designed to create steady, dependable income someth...
06/13/2026

Ever wonder what an annuity actually does? 💡
At its core, it’s a tool designed to create steady, dependable income something many people look for as they move into retirement.

And even if you feel like you’re playing catch‑up with your savings, you still have options. Income‑focused strategies like annuities can help bring structure, stability, and long‑term confidence to your plan.

With Annuity Awareness Month underway, it’s the perfect time to get clear, straightforward information. At Live Oak Investors, we focus on education first — giving you the facts from every angle, the benefits and the limitations so you can understand whether an annuity is right for your situation.

06/10/2026

The Free Roam Singer‑Songwriter Concert Series is in full swing. Come relax, enjoy some great live music, and stick around to cheer on the Spurs. It’s a perfect night out.

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114 Oak Park Drive
Boerne, TX
78006

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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