Mortach Financial is a retirement income planning firm in Avon, Ohio, founded by Dave Mortach in 2000. The company works with retirees and people nearing retirement who want to review insurance-based income options.
The firm’s planning approach centers on fixed index annuities and life insurance. Mortach Financial helps clients consider ways to turn assets into income-focused strategies designed for protection, fee awareness, and long-term retirement planning. Its consultations are available by video conference or in person.
The company serves clients across 49 states and the District of Columbia, excluding New York. The company has maintained an A+ rating with the Better Business Bureau. Dave Mortach also hosts the Retirement Wealth Planning radio show and has appeared on Cleveland-area television programs.
Charitable work is part of the firm’s public profile. The company supports the Travis Mills Foundation, Hungry Heroes, and Coats for Kids. Through the Mortach Million Dollar Challenge, donors have raised more than $11 million in six years for veterans and first responders.
