Dave Mortach, an expert in retirement and economic planning, is a resident of the town of Avon in Ohio. He is known for his high level of expertise and for putting his clients' interests above all else. He is also very different from other wealth advisors due to his insistence on having his clients actively participate in their retirement plans.
As he and his wife get older, Dave has become more aware of how long human life expectancies will continue to affect people's ability to secure a steady source of income. He also believes that people need to take the necessary steps to ensure that their existing funds can grow in value.
After spending over two decades in the stock market and the wealth management industry, Dave decided to establish his own company to focus on transparency and education.
During one of the most volatile periods in the history of the stock market, which lasted for several years, Dave was able to secure his clients' funds. His clients did not lose money during this period. This is a testament to his ability and concern for their well-being.
Due to his extensive experience and industry knowledge, Dave is regularly consulted by his clients. He was recently invited to participate in a panel discussion with Robert Shiller, a Nobel Prize-winning economist. One of Dave's specialties is helping his clients take advantage of the stock market's gains while protecting them from the inevitable drops.
Through his personalized retirement plan, Dave can help his clients achieve their goals while protecting their interests. He utilizes his statistical expertise and analytical knowledge to create a plan that is ideal for his clients.
Dave values family time and places his priority on it above all else. He and his family enjoy various forms of leisure activities, such as playing golf and watching hockey games.
To learn more about Dave Mortach, visit his website.