Established as an independent advisory firm on March 6, 1989 by Ron and his wife, Charlene Dortch, our firm has helped thousands of clients, including individuals, families, federal employees, and some select businesses, with their financial needs. Ron Dortch is the proprietor, registered representative, and investment advisor representative for the firm who is affiliated with both Silver Oak Securities and HBW Advisory Services LLC. Ron has deep connections throughout the financial services industry and he often works in tandem with estate attorneys, CPAs, and tax professionals.
About Us
About Ron Dortch Insurance & Financial Services
Helping individuals and families achieve their financial goals
Our ProcessOur Services
Our Mission
Our mission is to help people without pressure
We subscribe to the Four Way Test developed by Rotary International: Is it the truth? Is it fair to all concerned? Will it build goodwill and better friendships? Will it be beneficial to all concerned? Clients really appreciate the fact that when we work with them, it is all about them. It is not about a product or our company; it is about their financial goals. They like having the space to decide without pressure. We have a deep respect for everyone’s personal financial journey, and we operate with a fiduciary standard, meaning we place our clients’ best interests above our own.
Our Team
Dedicated to our clients
We function as a tight-knit team to support you with efficient service and a caring, personal touch. We are dedicated to your financial success and celebrate with our clients when they achieve their life milestones. We conduct plan reviews at least once per year, and are here by your side every step of the way as your family grows and changes. With our contacts & relationships with subject matter experts in many financial areas, we work hard to stay on top of legislative and economic changes to both manage your plan & keep your financial life on track.
