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.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
A letter of instruction provides additional and more personal information regarding your estate.
The federal government requires deceased individuals to file a final income tax return.
Here are 4 great, and sometimes unexpected, places to raise a family.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save for retirement.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
You’ve made investments your whole life. Work with us to help make the most of them.
What if instead of buying that vacation home, you invested the money?
A special needs trust helps care for a special needs child when you’re gone.
What are your options for investing in emerging markets?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.