At Stortz Financial Group, we're about so much more than simply building wealth. When Ronald Stortz was fresh out of college, his grandmother suddenly fell ill. As a result, his grandparents slowly lost everything, including the proceeds from the sale of the family farm. Witnessing his grandparents' struggle and heartbreak firsthand ignited a passion in Ronald. He went into the financial services industry to help educate and empower hard-working individuals and families to protect their wealth and prepare for situations, much like the one his grandparents faced.
At Stortz Financial Group, we want to go beyond simply building your wealth. Of course we'll help you build your nest egg. But that's only the first step. Once that wealth is in place, our goal is to ensure you keep it. Our mindset is that your financial resources support you now, fund the lifestyle you envision, and reduce the potential burdens and risks, which helps ensure your legacy can be passed on to future generations.
One of the first priorities of our partnership with you is to ensure you accumulate wealth during your working years. To accomplish this, our focus is on developing long-term relationships with you and your family. We take the time to listen to you, gaining an understanding of what you need now and what you're looking forward to in the future. Then, together, we'll develop a financial plan that makes sense.
We continue monitoring every aspect of your plan, including income changes or shifts in life circumstances, making sure that your financial plan remains on track. We also place a great deal of emphasis on protecting your wealth by offering proven strategies, advice, and services to reduce your potential tax burden. As a result, you can be confident that you'll attain security and independence in retirement, while having the ability to pass on your wealth to your heirs and beneficiaries.
At Stortz Financial Group, we pride ourselves on taking you through a four-step process – one that helps create a plan for building, preserving, and passing on your wealth. Here's what you can expect when you walk through our doors.
We invite you to join us for a complimentary, no-obligation consultation to learn more about you and what your needs, dreams, and fears consist of. This will help us to establish our relationship and give you the most optimal advice in terms of where you are and where you'd like to be.
Next, we will apply our experience and know-how to help create your personal financial plan. Throughout its development, we will answer questions you may have regarding your retirement, investments, and more to determine the best possible solutions for you to address your goals.
Once we develop a clear roadmap, we will walk you through our recommendations. Depending on your specific needs, we will offer alternatives to what you've already established as well as what options suit your needs and goals best.
We're here to help answer any outstanding questions you may have and address your lingering concerns so we may begin implementing your plan. We will meet with you thereafter and make adjustments as needed to ensure your plan aligns with your objectives. We are always a quick phone call or email away!
President and Senior Financial Advisor
Human Resources Manager and Compliance Manager
Finance has implications beyond the individual, and we're intent to meet and know your family, and have you know ours, in order to serve you better.
We work hard to develop long-term relationships and we're committed to remaining available. Regardless of your situation, we'll always take time to sit down and talk about what's important to you.
We offer deliberate insight and planning, and are careful to keep our firm right-sized so we're never too big to know your family and work hand-in-hand on each individual plan.
We believe integrity and trust are essential so we take time to educate and communicate with clients so you always know where your money goes and why.
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.
Our service offerings are tailored to fit where you are now and where you want to be, creating a financial plan specific to your situation.
We favor a relationship-driven approach, one that allows us to get to know you (and you to know us). This helps us work together to create the best options.
We look forward to getting to know you and helping you on your path to wealth growth and preservation. Call or email to set up your no-obligation consultation.