Mortach Financial is an Avon, Ohio-based company focused on retirement income planning, fixed index annuities, and life insurance. The company was founded in 2000 by Dave Mortach to help retirees and pre-retirees create income plans that extend beyond Social Security or workplace pensions.
Rather than emphasizing a single savings number, the firm focuses on income that can support clients throughout retirement. Its work includes reviewing assets, discussing fixed index annuity options, and helping clients consider ways to lower fees and address probate concerns. Mortach Financial describes this planning style as helping clients build a personal pension.
The company offers consultations by video conference and in person. It is licensed in 49 states and the District of Columbia, with the exception of New York. Dave Mortach also hosts the Retirement Wealth Planning radio show and has appeared on regional television programs, including Fox 8 and WKYC.
Mortach Financial has maintained an A+ rating with the Better Business Bureau. The firm also supports charitable work through Coats for Kids, Hungry Heroes, and the Travis Mills Foundation. Its Mortach Million Dollar Challenge has raised more than $11 million in six years for veterans and first responders.