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Caring

One of our primary goals is to develop a long-term, trusting relationship with you.

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Independent

One of the things that makes us more effective as financial advisors is our independence.

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Practical

Real-world insights and understanding that can help you better define your financial objectives.

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At 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

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Asset Allocation

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Comparing Mortgage Terms

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

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Use this calculator to compare the future value of investments with different tax consequences.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

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Managing Your Lifestyle

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Social Security: By the Numbers

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

Exit Strategies of the Rich and Famous

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Smart investors take the time to separate emotion from fact.

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Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

What Can a Million Dollars Buy You?

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Retiring the 4% Rule

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