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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Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
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All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
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Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
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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.
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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Savings Accumulation
Estimate the future value of your current savings.