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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HOT TOPIC: Tax Season News and Survival Tips
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.