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
-
Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
-
Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
-
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.
-
What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
Calculators
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?