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.
Building Your Legacy
A four-step framework for building a personal legacy.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
What does the Tax Reform and Jobs Act mean for you?
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
How literate are you when it comes to your finances? Brush up with these five basics.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.
A look at how variable rates of return impact investors over time.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
There are a few things to consider when buying or leasing your next vehicle.
Investors seeking world investments can choose between global and international funds. What's the difference?
For women, retirement strategy is a long race. It’s helpful to know the route.
Here’s a crash course on saving for college.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.