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.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
With the right planning, you can build confidence in the life you’re building together.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
What is a family? In the 1950s, the notion of the nuclear family predominated: Mom, dad and their biological children. Today, things are different. The term “family” embraces everything from...
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
When it comes to managing your personal finances, there’s plenty of complex advice out there. But often, simpler is better.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
A presentation about managing money: using it, saving it, and even getting credit.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What if instead of buying that vacation home, you invested the money?
A couple become Retirement Plan Detectives, searching records from old employers.
Check out this video to begin separating fact from fiction.
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.