Caring
One of our primary goals is to develop a long-term, trusting relationship with you.
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One of the things that makes us more effective as financial advisors is our independence.
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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
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
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Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?