One of our primary goals is to develop a long-term, trusting relationship with you.Learn More
One of the things that makes us more effective as financial advisors is our independence.Learn More
Real-world insights and understanding that can help you better define your financial objectives.Learn More
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.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Here are 4 great, and sometimes unexpected, places to raise a family.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Learn about the rise of Impact Investing and how it may benefit you.
A four-step framework for building a personal legacy.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
When you retire, how will you treat your next chapter?
Agent Jane Bond is on the case, cracking the code on bonds.
A special needs trust helps care for a special needs child when you’re gone.
Peer-to-peer payment apps are one of the newest ways to send money.