Eddie Doyle

Eddie Doyle Our team takes a "full swing" approach to helping you plan for your financial future. Eddie has passed the Series 7 and 66 securities exams. Edmond High School.

Eddie is passionate about balancing analytics, relationship building, and best practices to help clients reach their financial goals. He loves to dive into the history of stock market returns or the latest industry predictions while making it his number one goal to listen to a client’s needs and concerns. He started in the financial industry in 2019 as an insurance agent in Florida. He became a Fi

nancial Advisor in 2020 and joined Full Swing Financial Planning in 2023. He is a fiduciary financial advisor. Eddie has his life, health, and accident Iowa Insurance license. Eddie enjoys cooking, a great glass of wine, and spending time with family and friends. Eddie is a decorated golfer, earning individual state medalist of 4th his junior year and 5th his senior year at St. Eddie went on to play golf at Kirkwood Community College and the University of Tampa. His team finished national runner-up in NJCAA in his final year at Kirkwood. Recently, he has been crowned champion of several Fort Dodge area events. Quote: “It’s how you deal with failure that determines how you achieve success.” - David Feherty

06/22/2026

Many retirees focus on building wealth, but few think about where that money is being saved.

A smart retirement income strategy isn't just about how much you've accumulated—it's about having money in different tax buckets. By pulling income from a mix of traditional IRAs, taxable brokerage accounts, and Roth accounts, you can potentially reduce taxes and keep more of your hard-earned money in retirement.

Tax diversification can help create flexibility, manage tax brackets, and improve long-term retirement outcomes.

Want to see a real-world example of how this works? Go watch my newest video on tax diversification on my YouTube channel, Financial Planning with Eddie!

06/02/2026

UTMA accounts offer flexibility that many parents don't realize. 👇

Unlike some education-specific savings accounts, UTMAs can be used for much more than college. Once the child reaches the age of majority, the account becomes theirs and the funds can be used for things like:

✅ College expenses
✅ A first home purchase
✅ Buying a car
✅ Starting a business
✅ Investing for the future

But that flexibility comes with tradeoffs every parent should understand before choosing a savings strategy.

Watch the full video: "I Compared 529s and UTMAs to Find the Best Savings Option" to see how these accounts stack up and which may be the better fit for your family's goals.

05/27/2026

Tax-free income” is one of the biggest reasons people buy Indexed Universal Life (IUL) policies… but there’s a lot most people are never told.

As you age, the cost of insurance inside the policy increases — and if you’re taking loans from the cash value, it can create serious long-term issues if the policy isn’t structured and managed correctly.

Before you buy an IUL, make sure you understand:
✔️ How policy loans really work
✔️ Why insurance costs rise over time
✔️ What can put a policy at risk later in life

Watch the full breakdown:
🎥 “Everything You Need To Know About Indexed Universal Life (IUL)” on my YouTube channel, Financial Planning With Eddie.

05/18/2026

Are IULs really as good as social media makes them sound? 🤔

In this week’s video, I break down the truth about Indexed Universal Life Insurance (IUL), including:
✔️ Tax-free income claims
✔️ Hidden costs & fees
✔️ Market caps
✔️ When IULs actually make sense

Watch the full video now on my YouTube channel:
🎥 Financial Planning with Eddie

Happy Mother’s Day to the glue that keeps this crazy crew together. ❤️Morgan, we’re beyond lucky to have you. Thanks for...
05/10/2026

Happy Mother’s Day to the glue that keeps this crazy crew together. ❤️

Morgan, we’re beyond lucky to have you. Thanks for everything you do every single day even the stuff nobody sees. Today is all about you!

01/05/2026

Robots Can’t Replace a Comprehensive Financial Planner

Free trading apps and robo-advisors are convenient — but when was the last time they asked about your goals?

Trading is just one piece of your financial future. A real financial plan looks at the whole picture: retirement, taxes, insurance, budgeting, long-term strategy, and more.

I help clients build comprehensive, goal-focused financial plans tailored specifically to them — not an algorithm. If you’re ready for real guidance, not just automated trades, let’s talk.

https://www.financialplanningwitheddie.com

Book a meeting: https://oncehub.com/planwitheddie

12/29/2025

You’d Never Trust a Robot With Your Health… So, Why Your Money?

You wouldn’t trust a robot with your health — so why trust an app with your entire financial plan? Investing apps are great for buying and selling, but they can’t create a personalized strategy built around your goals. That’s where real financial planning comes in.

https://www.financialplanningwitheddie.com

Book a meeting: https://oncehub.com/planwitheddie

12/15/2025

Robo-Investors Are Great… But They Don’t Ask About Your Goals

Robo-investing apps are helpful—but they don’t ask about your goals, your life, or your future. That’s where a real advisor comes in. I help you build a personalized plan based on what actually matters to you.

https://www.financialplanningwitheddie.com

Book a meeting: https://oncehub.com/planwitheddie

Address

1725 1st Avenue South
Fort Dodge, IA
50501

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Website

Alerts

Be the first to know and let us send you an email when Eddie Doyle posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Eddie Doyle:

Shortcuts

Share

Category