top menu area

Have questions? Call Us (800) 584-1902

Plan Smarter. Live Better.

Retirement Planning.

Why Annuities Are A Valuable Retirement Tool

April 7th, 2017

One of the prime principles of David Ortiz Advisors, is keeping our clients money as safe as possible. Its for this reason that many of our clients choose annuities as a part of their retirement plan. However there is more to annuities than just being a “safer” solution. Properly used and understood, annuities can be […]

read more »

Why You Need A Living Trust

April 5th, 2017

(Living Trusts are a crucial piece of a successful estate, allowing you to have far more control over your assets than a simple will.) A revocable living trust allows you to save time and money by avoiding probate, but the benefits don’t end there. Prevent Court Challenges A contested will can derail your final wishes, […]

read more »

Why You Should Consider A Fixed Index Annuity

January 26th, 2017

Fixed annuities are really popular right now. According to the LIMRA Secure Retirement Institute, first quarter 2016 fixed index annuity sales increased by 35% over the same period during the previous year. That marks eight consecutive years of growth, while variable annuity sales dropped 18%, reaching their lowest sales level since 2001. These divergent results […]

read more »

4 Keys to Increasing Your Retirement Income

January 12th, 2017

According to a Prudential survey, more than seven out of 10 Americans are concerned about outlasting their income during retirement. Most baby boomers planning to retire during the next 20 years will need a combination of post-retirement work, Social Security distributions, and smart portfolio management. (We here at David Ortiz Advisors specialize in using all […]

read more »

New Year, New Problems

January 6th, 2016

Its not how you start but how you finish, however that philosophy did not hold well for the start of the 2016 stock market. In fact, this year has been predicted to be the worst year for stocks since 1931.   This was seen immediately in the Chinese market, which ended mainland trading before the […]

read more »

No Progress In Sight

September 22nd, 2015

Keeping an eye on the economy is an important aspect of planning your finances for now and the future. With so many different aspects to retirement, small changes in the economy can have large impact on you specifically, whether it be in your future plans or in your present investments. With the economy still recovering […]

read more »