At Ron Dortch Insurance and Financial Services, our mission is to help individuals and families make sound financial decisions and feel less stress about money by providing you with three key tools:
We don’t have minimums. We work with everyone because it’s the right thing to do. Our services cover all areas of financial management, from investment and retirement planning, to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and helps enable them to meet both short- and long-term objectives. We invite you to meet with us for a no-cost conversation, and schedule your Personal Financial Needs Analysis and Plan.
We want every potential client to benefit from our first two meetings, whether or not they choose to hire us as their financial advisor. Once again, we feel this is just the right thing to do, and we won’t do it any other way. Here’s how our process works. There will be at least two meetings. All meetings can be held online or in person by appointment.
Your Personal Financial Needs Analysis and Plan Includes:
At this meeting, we learn what’s important to you. What are your goals and objectives? Where you are financially now versus where you want to be? We invite you to be as honest and forthcoming as possible, and everything is completely confidential.
Based on our first meeting, we develop your written Personal Financial Needs Analysis and Plan with specific recommendations that we will go through during our second meeting. No decisions are allowed at this meeting. You must go home and reflect. You may have questions which you can call and ask us about. These decisions affect your whole life, which is why we want you to think about them. Sometimes it ends here. Often, we are asked to move forward at this meeting, which we won’t do until you’ve had time to think.
If it makes sense to you after a lot of review and reflection, then we will move forward with your written plan and implement the recommendations that you approve of. We’ll be with you every step of the way.
”I chose this profession because it allows me to help people..."
— Ron Dortch
Ron Dortch Insurance and Financial Services, is here to help you understand the value of investing, retirement planning, and the many ways we help you manage, invest, grow & protect your wealth. Browse the investing resources here—we invite you to read, watch to learn about the basics of finance and retirement. Feel free to contact us if you have any questions!
Will Your Nest Egg Withstand Inflation and Market Volatility?
Personal Finance: The Importance of Starting Early
Annuities Offer Protection and Growth Potential
2706 Enterprise Parkway, Suite C
Richmond, Virginia 23294-6334
PH: (804) 747-8229
TXT: (804) 430-9919
FAX: (804) 747-4024
ginger.crotts@silveroaksecurities.com
Securities offered through Silver Oak Securities, member FINRA / SIPC. Silver Oak is under separate ownership from any other named entity. Investment advisory services are offered through HBW Advisory Services LLC. HBW Insurance & Financial Services, Inc. dba HBW Partners and HBW Advisory Services LLC are separate entities which do not offer legal or tax advice.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Silver Oak Form CRS | HBW Advisory Services LLC Form CRS
CRD#: 1994613
2706 Enterprise Pkwy, Ste C
Richmond, Virginia 23294
PH: (804) 747-8229
TXT: (804) 430-9919
FAX: (804) 747-4024