Doan Financial Group, LLC

Do you need a financial home makeover? We can help!

Just like your home, your financial plan benefits from the occasional checkup.

A financial “home makeover” can help identify opportunities to strengthen your retirement strategy, reduce inefficiencies, and ensure your current plan is aligned with your long-term goals.

To get started, I invite you to take this brief assessment using the link below. When you include your name and email address, we’ll both receive the results, giving us a helpful starting point for a conversation about ways to keep your financial plan in great shape.

https://engage.northamericancompany.com/NACFinancialMakeover?t=9a7a4454-21f1-433e-9fc5-c1fd22937320

Please let me know if you have any questions, or if you’d like to review the results together.

Retirement Assessment l North American Company for Life and Health Insurance A resource page for North American clients to renovate and reinforce their financial life.

I hope this message finds you well. As we welcome the Lunar New Year, we would like to wish you and your family health, happiness, and prosperity in the year ahead.

I would also like to sincerely thank you for the continued trust and confidence you have placed in our office. It is truly a privilege to assist you with your financial and retirement planning needs.

As our firm continues to grow, we are pleased to share that we are expanding our services to include comprehensive retirement analysis and planning. This includes detailed income planning, risk assessment, Social Security coordination, and long-term strategies designed to help ensure your financial security throughout retirement.

Our practice has grown primarily through introductions from valued clients like you. If you have friends, family members, or colleagues who may benefit from a retirement income review or a second opinion, we would be honored to provide them with the same level of guidance and care we provide to you. There is never any obligation — simply an opportunity to educate and help them make informed decisions.

Please feel free to reach out at any time if we can be of assistance.

Warm regards,
Doan Financial Group, LLC

Due to the winter storm that is expected to come through this weekend, our office will be closed on Monday, January 26th. We will still be available to assist clients by phone (713.266.0603), email, or text (713.266.0603). Please stay home and be safe!

Are you due to a financial makeover? Follow the link below to uncover areas of your financial plan that need reviewing. Call us to help you to "makeover" any part of your financial plan!

Retirement Assessment l North American Company for Life and Health Insurance A resource page for North American clients to renovate and reinforce their financial life.

Happy new year! As we start 2026, we're looking for individuals who would like to join our little financial planning family. You don't have to be state licensed as we will train and support you every step of the way. Being bilingual is not required either, however if you are fluent in Vietnamese we are looking for someone who can help us take over some orphaned clients. Please DM me if interested!

Call now to connect with business.

Happy holidays! As the year comes to a close, we'd like to take this opportunity to thank all of our wonderful clients. We are extremely grateful for all the trust and confidence each and every client instills in our office. We hope everyone a prosperous and happy 2026!

As we come to a close for 2025 we are happy to announce that our office is expanding our services! We now offer real estate expertise and also a collective 401(k). Call us now to start getting your finances in order for a great start to 2026!
Happy holiday season!

Not many clients realize that we offer comprehensive financial planning! Anything from debt management, to retirement roadmaps, to analyzing re-mortgages, and so much more! If you have any questions or would like some insight on how to manage any financial questions please give us a call!

Did you know we do much more than insurance? We also do comprehensive financial planning! Wondering if you're on the right track for retirement? Are financial risks keeping you up at night? Is your estate plan solid? Give us a call!

Are you retiring in the next couple of years? Worried about the future of your retirement savings? Call us and we can help you secure a portion of that retirement nest to make sure that your retirement is as you've always dreamed!

What are you worried about the most during retirement? Disabilities, loss or reduction of Social Security, exposure to this crazy market, or pre-mature death?

We're able to help you cover it all!