Mortach Financial is a retirement income planning firm based in Avon, Ohio, serving clients across northeast Ohio. The company was founded in 2000 by Dave Mortach to help retirees and near-retirees prepare for income needs that are not covered by Social Security.
Mortach Financial focuses on strategies tied to annuities and life insurance. Its planning process helps clients consider how fixed index annuities may support income for life, while adding protection from account value loss. The firm also works with clients on fee reviews, beneficiary planning, and ways to structure savings for retirement.
Dave Mortach shares retirement planning information through Retirement Wealth Planning, a radio show he has hosted for 16 years. The program covers fixed index annuities, life insurance, and related retirement topics for Ohio listeners and a broader podcast audience. Mortach Financial has also been featured through regional outlets such as Fox 8, WKYC 3, WTAM 1100, and 98.5 WNCX.
Community involvement is part of the firm’s philosophy, and it supports the Travis Mills Foundation, Hungry Heroes, and Coats for Kids. In addition, its Mortach Million Dollar Challenge has raised more than $11 million over six years for veterans and first responders.