We have helped hundreds of clients, including individuals, families, federal employees & some select businesses, with their financial needs. Our services cover all areas of financial management, from investment & retirement planning, to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs & helps enable them to meet both short- and long-term objectives. We don’t have minimums. We work with everyone because it’s the right thing to do.
Our Services
Services at Ron Dortch Insurance
& Financial Services
To help achieve your financial goals, we believe you should start with a custom plan
Contact Us
Products and Services from an Independent Firm
We offer hundreds of products from dozens of financial institutions
As an independent firm, we have access to hundreds of options that captive firms do not. We seek to be completely unbiased, and to operate in a fiduciary capacity by only doing what is in our clients’ best interests at all time. We begin our process with a discussion about your goals and what’s important to you. Based on our initial meeting, we’ll schedule a second meeting to go through a written Personal Financial Needs Analysis and Plan at no charge to you that covers:
- Cash Flow
- Net Worth
- Wealth Accumulation
- Retirement Planning
- Investment Planning
- College Planning
- Risk Management
- Debt Elimination
After careful consideration, should you decide to work with us, we create a written plan that is specific to you so that you can prepare for your future. We will help you understand where you are right now versus where you would like to be, and then help you create a tailored plan to get there. Our recommendations may utilize some of the following products and services, as well as others not listed, as part of your plan.
Investments
Mutual Funds, Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, 529 Plans, Brokerage Accounts, Fixed Annuities, Indexed Annuities, Variable Annuities
Financial Planning
Retirement Plans, Wealth Accumulation Plans, College Plans, 401(k) Plans, Estate and Legacy Strategies
Insurance
Life Insurance, Disability Insurance, Long-Term Care Insurance, Group Health Insurance
