Achieving Financial Security Together
Stortz Financial Group helps bring financial order to your life in the face of uncertainties.
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.
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.
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.
President and Senior Financial Advisor
Human Resources Manager and Compliance Manager
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.
We help you build a well-balanced portfolio of assets and investments while providing education and due diligence for effective decision making.
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.
We'll walk you through the maze of retirement options, educating you, and helping you make the right decisions for your future.
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.
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.
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.
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.
In this ebook, we share some retirement considerations as you round the corner toward this exciting milestone.