Call for an Appointment :  877-GAINS-4-U

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Call for an Appointment: 877-GAINS-4-U

877-GAINS-4-U

Retirement Wealth Planning Radio Show

Tune in to “Retirement Wealth Planning” with your host Dave Mortach, and learn how to protect your principal, lock in your gains, avoid probate, and generate income you can’t outlive. His show helps listeners in Ohio and surrounding areas take the right financial steps toward a lasting retirement.

To schedule your complimentary consultation & receive a copy of Dave’s book

AS SEEN AND HEARD ON AND PROUD TO BE IN

A BBB Accredited Business A+ Rating
Mortach Financial Services BBB Business Review
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About Mortach Financial

There’s a lot of television commercials out there suggesting that in order to retire successfully, you must achieve a certain number so that you can live off your savings. At Mortach Financial, we approach retirement planning a bit differently. We work with our clients to help them achieve a certain level of income. Why? Because it’s your income that will determine the quality of your retirement.
Most people retiring today can’t live on Social Security alone, but neither will they be receiving a pension. The 401(k) was designed to replace the pension, but it doesn’t do that perfectly—there are a few extra steps involved. In July of 2000, Dave Mortach founded his firm Mortach Financial to help residents of Northeast Ohio create what some people call guaranteed income or income you can’t outlive, but what he calls their own personal pension.
Despite getting into the industry during one of the most volatile decades in stock market history, none of his clients lost any money due to the market fluctuations in 2008. Using a customized process that addresses the concerns of each individual, Dave helps people to protect their savings, decrease their fees, and avoid probate by having solid growth when the market is up. He has a saying he shares with all his clients that sums up what he helps them to achieve:
When the market goes up you share in the gains, but when the market goes down you are protected from losses.”
Because he believes there’s nothing worse in retirement than a double negative—losing money while taking money out—Dave and his wife currently rely on the same strategies he offers his clients. After 19 years in the industry, he has maintained an A+ rating with the Better Business Bureau, is host of the Retirement Wealth Planning radio show, and appears frequently on the Fox Noon News Hour, New Day Cleveland, and WKYC Live on Lakeside and the Today Show.
A native of North Olmsted and the son of a fireman, Dave resides with his wife and two daughters in the Avon area. They are active members of their community, donating annually to Coats for Kids and proud supporters of the Travis Mills Foundation. When he’s not working as President of Mortach Financial, Dave can be found playing golf, watching hockey, and spending time with his family.

Catch Dave at the Following Showtimes

  • Sat 6-7 am WNCX 98.5 FM
  • Sun 8-9 am WTAM 1100 AM
  • Fox 8 - Every Wednesday
    Noon News Hour, 12-1 pm​
  • Fox 8 - Thursday New Day Cleveland, 10-11 am
  • WKYC 3 - Weekday Mornings, 6-7 am News
  • WKYC 3 - Thursdays All about you, 12-1 pm
  • Sat 6- 6:30 am WMJ - 105.7
  • Sat 6-7 am WNCX 98.5 FM
  • Sun 8-9 am WTAM 1100 AM
  • Fox 8 - Every Wednesday
    Noon News Hour, 12-1 pm​
  • Fox 8 - Thursday New Day Cleveland, 10-11 am
  • WKYC 3 - Weekday Mornings, 6-7 am News
  • WKYC 3 - Thursdays All about you, 12-1 pm
  • Sat 6- 6:30 am WMJ - 105.7

Mortach Financial

The material presented on this website is for informational purposes only. It is not intended as legal or tax advice, or any other type of professional advice and should not be construed or interpreted as such. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.

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