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.
Determine your potential long-term care needs and how long your current assets might last.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Second marriages are a trigger event to revisit any existing estate strategies.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Learn all about Medicare basics in this informative and insightful article.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Important items to consider when purchasing condo insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
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.
How federal estate taxes work, plus estate management documents and tactics.
Around the country, attitudes about retirement are shifting.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Imagine your ideal post-pandemic retirement with this animated video.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
If you died, what would happen to your email archives, social profiles and online accounts?