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28 Years of Experience Speak to David Ortiz Now
800-584-1902

How to Maximize Your Social Security Benefits

Retirement Savings If you have focused all your retirement planning energy on your 401(k), you may be missing a key piece of the puzzle — Social Security. You can influence your eventual payout from this old-age safety net to a surprising degree by making some adjustments now or by making changes in your retirement planning. Request a complimentary retirement analysis to find out how you can maximize your social security benefits.

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Don't Let Healthcare Cost Sink Your Retirement Savings

Almost half of retirees erroneously believe that Medicare will cover nearly all of their health care expenses in retirement. In reality, Medicare has substantial deductibles and co-payments, and it doesn’t cover most long-term care costs. Our Money Smart Retirement Plan is designed to protect your nest egg and plan for unforeseen healthcare cost.

Free retirement check-up

Bucket Investing Strategy

How to Use the Bucket Approach to Make Your Retirement Savings Last
Using the bucket approach to engineer your retirement portfolio will reduce the potential damage from sequence risk, lessen longevity risk and provide the predictable streams of income necessary for a financially secure and enjoyable retirement. Find out how the Bucket Investment Strategy can help secure your financial future with a free retirement analysis.

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Wills vs. Trusts
The wrong decision could cost you thousands

Will Trust
Cost up to $30k in Probate Fees Skips probate. Save $30k is fees
Takes up to two years to complete Fast results. Settles in days not years.
Your private life is made public Total privacy. No intrusion into your life.

Which route sounds best for you?

Keep Your Money! Don’t let the government take half of your net worth.

Probate can be a lengthy and costly proceeding and if a will is deemed invalid during probate, due to any number of reasons, it can cost your family and loved ones more time and money to distribute with your estate. A revocable living trust does not require probate. It’s a private contract between you as the “trustmaker” or “grantor” and the trust entity. We can help you set up a Trust.

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Schedule a Meeting
with David Ortiz

Are you ready to book an appointment with David Ortiz Advisors? Click the calendar button to select a date and time that best fits your schedule.

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Need to Convert Retirement Savings into Income?

Running out of money in retirement is a fear many share. Long term medical care, rising cost of living and unexpected expenses can drain your nest-egg. Find out how to maximize your social security and convert savings into income by requesting a free Retirement Risk Review today.

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Tactical Investment Management: The Smart Guide to Sound Investing

Many advisors use strategic asset allocation and diversification and advise you to stick to the plan regardless of what is happening in the market. The buy and hold strategies of the past bull market years simply don’t work in the current secular bear market. It’s like playing a sport without a defense – you can’t win. Discover how our proactive tactical investment management approach provides you with a strategic defense that helps preserve your assets in a declining market — while executing an offense that enables you to participate in a rising market.

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Rethinking Your Investment Strategy: Why a 2nd Opinion Matters to You

We don’t just react; we attempt to prepare for what’s going to happen. Our hands-on approach allows us to monitor your portfolio every day, so our decisions are based on current market and economic conditions. If you’re concerned about your portfolio’s performance, it may be time to rethink your investment strategy. We’d be happy to sit down with you and discuss how our tactical investment management strategy may help increase your portfolio’s potential for growth. Schedule a time for an initial telephone call below.

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Need Good Financial Advice Yet Don’t Know Where To Turn?

Saving, investing and growing your money; reducing your taxes owed; enjoying your life now and during retirement; protecting your assets and even passing on a good legacy to your heirs requires meticulous, expert planning.

Welcome to David Ortiz Financial Advisors

Broker versus Fiduciary

The fiduciary duty requires an investment advisor (i.e., David Ortiz), by law, to act in the best interest of their clients, putting clients’ interests ahead of their own at all times. Brokers, on the other hand, adhere to a lower standard of legal care, known as the suitability doctrine. Find out why this matters to you by watching the video above.

How To Get Started With David Ortiz

Own A Home Or Got Money In The Bank?

Find out why you ABSOLUTELY need a trust! In today’s topsy turvy economic climate, having a sound trust to secure your belongings, assets and money can make all of the difference in the world.

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Invest Smarter…Live Better

Ever wonder why some people always seem to make money investing? Because they get the BEST Investing Advice! We don’t simply help you to invest. We help you to INVEST SMARTER.

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Estate & Financial Planning Do’s And Don’ts

Here’s everything you need to know about wealth generation, accumulation and preservation. It’s not just about how much you make. It’s also about how much you keep and for how many generations you keep it!

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Risk vs. Reward

Did you know it IS possible to get higher returns on your investments without experiencing any market losses?

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