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We Get to Know You

We Get to Know You

We want to help you build and maintain wealth. More importantly, we want to get to know you, and learn about where you are now and where you want to be. This type of relationship helps both you and our team develop the best financial strategy to suit your current and future needs. 

Preserving Your Wealth

Preserving Your Wealth

Stortz Financial Group is dedicated to helping you preserve your earnings through proven investment processes and well-managed tax strategies. The implementation of the strategies we formulate means you retain more of your money and can pass more of it down to future generations. 

Experienced Teams and Quality Services

Experienced Teams and Quality Services

Our team at Stortz Financial Group blends expertise in all financial matters with a suite of effective services, which help build a successful path for your financial journey. Whether you're just starting out or are nearing retirement, we can help provide clarity for your goals and objectives. 

Our Team

Ronald K. Stortz

Ronald K. Stortz

President and Senior Financial Advisor

Brandy L. Stortz

Brandy L. Stortz

Human Resources Manager and Compliance Manager

Josh  Welch

Josh Welch

Financial Advisor

Mark A.  Olsen

Mark A. Olsen

Registered Professional

Jeanette  Johnson

Jeanette Johnson

Administrative Assistant

Tailored Solutions and Personalized Processes

Our goal is to educate you on the many facets of your financial plan, to help you understand what we're doing and why we're doing it. We also offer a suite of services to help you achieve your financial goals.

Financial Planning

We help you build a well-balanced portfolio of assets and investments while providing education and due diligence for effective decision making.

Estate and Legacy Planning

We work with you to help direct your wealth and assets to the beneficiaries of your choice. We're happy to be your facilitator as you plan and make decisions.

Retirement Planning

We'll walk you through the maze of retirement options, educating you, and helping you make the right decisions for your future.

Insurance and Protection

Stortz Financial Group provides an array of insurance products that help ensure your income-generating potential isn't diminished should a worst-case scenario occur.

Tax Strategies

In line with helping you keep more of what you earn, our team offers proven tax strategies to help maintain your wealth and pass it on to future generations.

Retirement Plan Consulting

If you're enrolled in an employer-sponsored or self-employment retirement plan, we can work with you to determine how those plans pair with an overall strategy.

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It's fast, free, and displays your number instantly. 

Get Your Risk Number

Additional Resources

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
Learn More
Retirement and Quality of Life

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Learn More
When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
Learn More

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