DeMontel Financial Services

5151 Flynn Parkway, Suite 310
Corpus Christi, TX 78411

Phone:

361-356-6345

Fax:

361-356-6436

E-mail:

demontel.john@principal.com

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Contact Us

Please feel free to contact us with any questions.

Welcome to DeMontel Financial Services!

Are you keeping pace? Each financial services product you own should be working to meet your current financial goals and risk tolerance.

We focus on helping you develop your financial strategies, whether you are an individual or small business, whether you are a professional, business owner, manager, or employee. Our goal is to help you discern your goals, implement strategies to reach those goals, and provide ongoing service and guidance as your needs and goals change.

We can assist with group benefits, company retirement plans, and financial services to help meet your expectations, fulfill your needs and provide customized solutions.

Newsletters

What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Savings Accumulation

Estimate the future value of your current savings.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators