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Our Approach

Understanding Your Values

Understanding Your Values

A large part of developing the right roadmap to wealth building and wealth preservation is understanding your values. We do this by getting to know your comfort zone, gained through obtaining your appetite for risk and what investments and strategies make sense to you, and what you want to create and maintain. 

Making sense of your values will help us craft a financial plan that is unique to your needs, and tailored to the outcomes you want to achieve. 

Knowing Your Goals and Objectives

Knowing Your Goals and Objectives

Also important in crafting an effective financial plan is understanding what your finish line looks like. This goes beyond asking where you want to be at the end of your career. It focuses on clarifying what you really want and what's meaningful to you. It takes into account your anticipated expenses and how much you need to have on hand to meet them. 

Clarity adds to the usefulness of a financial plan, as it helps formulate the realistic end game that's best for you and your family. 

Getting You From Here to There

Getting You From Here to There

Getting you to your goals and objectives also means we need to know where you are now, at this very moment. As part of our relationship, we'll examine your current financial situation, including wages, income, and current investments. With that information in hand, we're better equipped to build a bridge to where you want to be. 

This involves more than a "one-and-done" strategy however. We continue to monitor what's in place, making adjustments as needed in the face of life changes and requirements. 

Helping You Through Each Stage of Life

At Stortz Financial Group, we want to serve as your trusted advisor, no matter where you are in life.

Starting Out

Starting Out

Growing Wealth

Growing Wealth

Nearing Retirement

Nearing Retirement

Living In Retirement

Living In Retirement

A Unique Strategy, Specifically for You

A Unique Strategy, Specifically for You

The Stortz Financial Group proven approach creates a financial strategy that's uniquely tailored to where you are now, and where you envision yourself going. 

Even better – once you start building your wealth and investments, we work with you on tax strategies to ensure you keep as much of your wealth as possible. 

As a result, you are secure in the knowledge that you have enough to fund your post-work years. And you can rest assured that those assets passed down to your beneficiaries won't diminish in value. 

Additional Resources

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn More
Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn More
Timing Your Retirement

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.
Learn More

Seasoned Professionals

The Stortz Financial team consists of empathetic professionals whose sole goal is to ensure your financial security now, in the future, and when you're gone. Meet our team. 

About Us

Specific Services

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. 

Explore Our Services

Get in Touch

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. 

Contact Us Today