Doan Financial Group, LLC

Committed to helping individuals reach their maximum savings potential, minimize their tax liabilities, and secure a carefree retirement. Your financial well-being is our main concern!

Since opening its doors in 1993, Doan Financial Group has been committed to helping families, particularly in the Asian market, maximize their financial savings potential. Our main focus is providing our clients with outstanding financial products and unsurpassed services. Beyond our commitment to our clients, we also aim to provide our producers and agents with top-level contracts and competitive products. We believe that a solid support system is a secret to all of our producers’ success.

Operating as usual

[03/03/21]   Gov Abbott has signed an executive order lifting all state mandates relating to COVID-19 beginning March 10.

Safety for our team members, clients, and the general public is always the number 1 priority at Doan Financial Group. Therefore, all COVID-19 protocols that we have set in place since we re-opened during the pandemic will remain in place and will be strictly enforced. We would like anyone who visits our office to feel safe and protected.

We will continue to follow the guidelines and recommendations of federal health experts/scientists.

[10/15/20]   We're so sorry! It's been brought to our attention that we failed to update our page to announce that we are once again open! We're open to welcome a minimum number of guests per day. We are still practicing strict guidelines and procedures to ensure the safety of our employees and guests. We ask that only persons that have an interest in the business being handled during a meeting be present (limiting 2 guests present at a time). Thank you so much for all your continued support and allowing us to continue to help you with your financial goals during this chaotic time!

[06/30/20]   It's with a heavy heart that we have decided that we have to close our office again. We're hoping that this time we'll only have to close for a few weeks. We felt that this was the best and most safe decision. We have been following the increase of positive cases closely and we agree with the authorities in Houston that staying at home is the most effective battle strategy against this virus. All producers will be able to work at 100% productivity level while at home. Please reach out to your producer if needed. Our office phones will still be answered as well. This closing doesn't mean that we aren't able to work efficiently...in fact this ensures that we will be able to work with our clients for years to come!

[06/29/20]   In response to the rapidly increasing COVID-19 cases, we will be limiting occupancy in our office to employees only. We apologize for any inconvenience this may cause our clients. As always, the safety of our employees and our clients are of utmost importance to us. For current clients, please contact your producer for alternate meeting options. For new clients please call 713.266.0603. We will post an update as soon as we are able to allow guests back into our office. Thank you for your understanding.

[05/19/20]   We are pleased to announce that Doan Financial Group will be opening on June 1st!!!! Of course, we are prepared to open with all safety and health precautions set in place. Face to face client meetings can be conducted with limited capacity. Virtual meetings have proven successful and will still be an option for clients who are not comfortable with in person interactions. Let us know how we can help and how we can help you conduct business safely!

[04/27/20]   Governor Abbott has announced that beginning May 1 retail stores, restaurants, movie theaters, malls, museums, libraries, churches, and places of worship can reopen with a 25% occupancy limit. We will be taking in consideration the recommendations of our local government but will also be closely following the number of cases within Texas, Houston, and Harris County. Being that the safety and well being of our producers and clients are of utmost concern, Doan Financial Group will remain closed until further notice. However, all producers are still working remotely and are able to help you 100% during our closure. Our phones are in working order, so rest assured that you will reach a live person if you call our office. We are hoping to be able to open at the earliest mid-May. Please continue to check here for further updates.

[03/12/20]   We at Doan Financial Group are very closely monitoring the current Covid-19/Coronavirus situation. Our main concern is for our producers, employees, and clients. We have contingency plans in place, so please rest assured that we are still available to help our clients and potential clients even if it has to be done remotely. Our office will follow what the city recommends as this pans out. Please stay safe and follow all necessary precautionary measures!

[10/01/19]   Are you interested in a career in financial planning while working in an office that is supportive and fun (we LOVE to eat!) Give us a call! 713.266.0603

[09/24/19]   Exciting new life and annuity products are rolling out now! Call us to talk about your financial success!

[05/24/19]   Our office will be closed at 2:30 on Friday, May 24th and will reopen at 9am on Tuesday, May 28th so our employees can enjoy the Memorial Holiday with their families. Hope everyone has a wonderful long weekend!

[05/07/19]   We will be closing our office early today due to the heavy rain. Please be careful while driving!

gnfl.io 02/04/2018

Tax Benefits of Life Insurance

Tax Benefits of Life Insurance

gnfl.io Learn how these advantages show the value of life insurance. Over the years Congress has included many provisions in the tax code that gives life insurance important income tax and transfer tax benefits. These tax benefits can add to the financial security and flexibility life insurance provides to....

gnfl.io 02/04/2018

Insure Your Love

Insure Your Love

gnfl.io Protect your loved ones with life insurance. Life insurance is love insurance. Whatever stage of life you're in - tying the knot, expecting a baby, ready to retire, and everything in between - protect the ones you love with life insurance. An orange heart is a happy heart.

gnfl.io 02/03/2018

Annuities

Annuities

gnfl.io An annuity is an insurance product that pays you periodic income payments in exchange for your premium payment. It can be used as part of your overall retirement strategy. Depending on the type of annuity, it may help you grow your retirement savings, protect your savings from loss, and offer death....

gnfl.io 02/03/2018

Is an annuity right for you?

Is an annuity right for you?

gnfl.io If you know what you want - confidence that your retirement income can last up to a lifetime - an annuity may be a good fit. Annuities come in many shapes and sizes geared toward consumers looking for growth, protection, income or a combination of these.

gnfl.io 02/02/2018

How to Build an Emergency Fund When You're Counting Every Penny

How to Build an Emergency Fund When You're Counting Every Penny

gnfl.io There are ways to save money even when money is tight. You've heard it time and again: It's important to set aside three to six months' expenses for an emergency fund. Easier said than done, right? If you have a lot of debt, live on a fixed income or have unpredictable expenses, putting aside that m...

gnfl.io 02/02/2018

My Retirement Outlook

My Retirement Outlook

gnfl.io If you have considered these questions, My Retirement Outlook may have the answers! Are you saving enough for retirement? How much can you afford to save from each paycheck? Are you on track to pursuing your retirement objectives or do you need to close the retirement income gap by saving more?

gnfl.io 02/01/2018

Social Security changes on the way

Social Security changes on the way

gnfl.io Here's what you need to know In the wake of new bipartisan legislation, two popular Social Security claiming strategies for married couples are about to become history. The changes reflect the importance of saving and planning ahead, to ensure you'll have enough income in retirement to help meet you...

gnfl.io 01/31/2018

Accident Insurance

Accident Insurance

gnfl.io Have an Insurance Claim?File today using oursimplified online process A limited benefit policy (not health insurance)1 Spend benefits on what you need - medical expenses, groceries, utilities Benefits for common injuries like fractures and dislocations, burns, lacerations and concussions2 Benefits f...

gnfl.io 01/30/2018

What is Term Life Insurance

What is Term Life Insurance

gnfl.io Term Life Insurance is affordable temporary death benefit protection Life is unpredictable. Term life insurance gives your family additional financial security for the length of time you choose. If some family members depend on you for their financial security, you may want to protect them with life...

gnfl.io 01/29/2018

Analyze Your Monthly Home Budget

Analyze Your Monthly Home Budget

gnfl.io Using this tool, you can itemize your monthly income and expenditures, highlight where your money is being spent, and identify opportunities to save more. You'll find that setting up a monthly budget can impact the way you save and help you better prepare for your financial future.

gnfl.io 01/28/2018

What is Term Life Insurance

What is Term Life Insurance

gnfl.io Term Life Insurance is affordable temporary death benefit protection Life is unpredictable. Term life insurance gives your family additional financial security for the length of time you choose. If some family members depend on you for their financial security, you may want to protect them with life...

gnfl.io 01/28/2018

Analyze Your Monthly Home Budget

Analyze Your Monthly Home Budget

gnfl.io Using this tool, you can itemize your monthly income and expenditures, highlight where your money is being spent, and identify opportunities to save more. You'll find that setting up a monthly budget can impact the way you save and help you better prepare for your financial future.

gnfl.io 01/27/2018

Accident Insurance

Accident Insurance

gnfl.io Have an Insurance Claim?File today using oursimplified online process A limited benefit policy (not health insurance)1 Spend benefits on what you need - medical expenses, groceries, utilities Benefits for common injuries like fractures and dislocations, burns, lacerations and concussions2 Benefits f...

gnfl.io 01/27/2018

Social Security changes on the way

Social Security changes on the way

gnfl.io Here's what you need to know In the wake of new bipartisan legislation, two popular Social Security claiming strategies for married couples are about to become history. The changes reflect the importance of saving and planning ahead, to ensure you'll have enough income in retirement to help meet you...

gnfl.io 01/26/2018

My Retirement Outlook

My Retirement Outlook

gnfl.io If you have considered these questions, My Retirement Outlook may have the answers! Are you saving enough for retirement? How much can you afford to save from each paycheck? Are you on track to pursuing your retirement objectives or do you need to close the retirement income gap by saving more?

gnfl.io 01/26/2018

What is Term Life Insurance

What is Term Life Insurance

gnfl.io Term Life Insurance is affordable temporary death benefit protection Life is unpredictable. Term life insurance gives your family additional financial security for the length of time you choose. If some family members depend on you for their financial security, you may want to protect them with life...

gnfl.io 01/25/2018

Analyze Your Monthly Home Budget

Analyze Your Monthly Home Budget

gnfl.io Using this tool, you can itemize your monthly income and expenditures, highlight where your money is being spent, and identify opportunities to save more. You'll find that setting up a monthly budget can impact the way you save and help you better prepare for your financial future.

gnfl.io 01/25/2018

Accident Insurance

Accident Insurance

gnfl.io Have an Insurance Claim?File today using oursimplified online process A limited benefit policy (not health insurance)1 Spend benefits on what you need - medical expenses, groceries, utilities Benefits for common injuries like fractures and dislocations, burns, lacerations and concussions2 Benefits f...

gnfl.io 01/24/2018

Social Security changes on the way

Social Security changes on the way

gnfl.io Here's what you need to know In the wake of new bipartisan legislation, two popular Social Security claiming strategies for married couples are about to become history. The changes reflect the importance of saving and planning ahead, to ensure you'll have enough income in retirement to help meet you...

gnfl.io 01/24/2018

My Retirement Outlook

My Retirement Outlook

gnfl.io If you have considered these questions, My Retirement Outlook may have the answers! Are you saving enough for retirement? How much can you afford to save from each paycheck? Are you on track to pursuing your retirement objectives or do you need to close the retirement income gap by saving more?

gnfl.io 01/23/2018

What is Term Life Insurance

What is Term Life Insurance

gnfl.io Term Life Insurance is affordable temporary death benefit protection Life is unpredictable. Term life insurance gives your family additional financial security for the length of time you choose. If some family members depend on you for their financial security, you may want to protect them with life...

gnfl.io 01/23/2018

Analyze Your Monthly Home Budget

Analyze Your Monthly Home Budget

gnfl.io Using this tool, you can itemize your monthly income and expenditures, highlight where your money is being spent, and identify opportunities to save more. You'll find that setting up a monthly budget can impact the way you save and help you better prepare for your financial future.

gnfl.io 01/22/2018

Accident Insurance

Accident Insurance

gnfl.io Have an Insurance Claim?File today using oursimplified online process A limited benefit policy (not health insurance)1 Spend benefits on what you need - medical expenses, groceries, utilities Benefits for common injuries like fractures and dislocations, burns, lacerations and concussions2 Benefits f...

gnfl.io 01/22/2018

Social Security changes on the way

Social Security changes on the way

gnfl.io Here's what you need to know In the wake of new bipartisan legislation, two popular Social Security claiming strategies for married couples are about to become history. The changes reflect the importance of saving and planning ahead, to ensure you'll have enough income in retirement to help meet you...

Location

Telephone

Address


2825 Wilcrest, Suite 405
Houston, TX
77042

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
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