Caring
One of our primary goals is to develop a long-term, trusting relationship with you.
Learn MoreIndependent
One of the things that makes us more effective as financial advisors is our independence.
Learn MorePractical
Real-world insights and understanding that can help you better define your financial objectives.
Learn MoreAt DoubleOak Financial Group, LLC, We Understand...
that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
1000 Providence Park, Suite 100 Birmingham, AL 35242
Phone (205) 588-7180 • andy@doubleoakfinancial.com
Helpful Content
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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.
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What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?