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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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

HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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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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Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators