LIVE OAK FINANCIAL GROUP, LLC (Established in 1996) has served the Greater New Orleans Area and the Southeastern Region since 1996. This Covington based Regional Retirement, Investment Management & Estate Planning Firm comprises a group of independent, professionals available to design and implement comprehensive plans to meet our corporate and individual client's goals and desires. Our team strives to provide professional service to our clients and can deliver Retirement, Investment Management, Corporate and Estate Planning Strategies to complex issues affecting corporations, individuals and estates. OUR FIRM also makes use of an Affiliated National Team of over 150 Consultant/ Advisors across the United States that focus on designing to provide leading edge strategies in Retirement, Investment Management, Corporate & Estate Planning.. Financial Planning