
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
-
Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
-
HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
-
Stretch IRA Alternatives
The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
-
Balancing Stocks and Bonds in One Fund
Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.