Planning for the future can seem overwhelming and complicated. But working with a financial professional whether you're close to retirement or just starting out can help.
It all starts with a conversation to get to know you and learn more about your goals:
Where are you today?
We'll learn more about your current financial situation.
Where do you want to be tomorrow?
Then we'll discuss ways to meet your goals.
How can you get there?
Next we put together a customized financial strategy based on your life and your needs.
Ready to get started?
You tell us how you'd like to move forward. And we'll help you kick-start your plan.
With regular reviews, we'll monitor progress and make adjustments along the way.
Let's Talk - Contact me today at 559-696-8321 or by email at ororke.jamie@principal.com.
Newsletters
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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
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Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.