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Customized financial strategies aligned with your unique needs. Why we do it. Making Sense of U.S. Household Net Worth. A look inside the U.S. government's statistics on household net worth. Should You Borrow from Your 401(k)? Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase? It May Be Time for a Financial Checkup. It’s never a bad time to speak with your financial advisor about changes in your situation. Insuring Your Second Home. Apps That Help Achieve Goals.

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Customized financial strategies aligned with your unique needs. Why we do it. Making Sense of U.S. Household Net Worth. A look inside the U.S. government's statistics on household net worth. Should You Borrow from Your 401(k)? Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase? It May Be Time for a Financial Checkup. It’s never a bad time to speak with your financial advisor about changes in your situation. Insuring Your Second Home. Apps That Help Achieve Goals.

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Home | Ortt Financial Inc | orttfinancialinc.com Reviews

https://orttfinancialinc.com

Customized financial strategies aligned with your unique needs. Why we do it. Making Sense of U.S. Household Net Worth. A look inside the U.S. government's statistics on household net worth. Should You Borrow from Your 401(k)? Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase? It May Be Time for a Financial Checkup. It’s never a bad time to speak with your financial advisor about changes in your situation. Insuring Your Second Home. Apps That Help Achieve Goals.

INTERNAL PAGES

orttfinancialinc.com

1

Is Diversification Dead? | Ortt Financial Inc

http://www.orttfinancialinc.com/p/is-diversification-dead

Check the background of your financial professional on FINRA's BrokerCheck. Daniel R. Ortt is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, ID, MT, NV, OR, WA, WY. 2425 West Central Avenue.

2

Outlook 2015 | Ortt Financial Inc

http://www.orttfinancialinc.com/p/outlook-2015

Check the background of your financial professional on FINRA's BrokerCheck. Daniel R. Ortt is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, ID, MT, NV, OR, WA, WY. 2425 West Central Avenue.

3

Investment | Ortt Financial Inc

http://www.orttfinancialinc.com/resource-center/investment

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. What Smart Investors Know. Smart investors take the time to separate emotion from fact. 5 Smart Investing Principles. There ar...

4

Mission Statement | Ortt Financial Inc

http://www.orttfinancialinc.com/p/mission-statement

I help create, protect, and distribute wealth for a select group of families and individual. My years of experience show there are 13 key financial issues certain families and individuals face. The goal is to address these issues, identify any gaps, then use a disciplined process to create a complete financial picture for my clients. I involve team members with expertise in banking, estate planning, investments, and insurance to help provide strategies for any gaps my clients may have.

5

Estate | Ortt Financial Inc

http://www.orttfinancialinc.com/resource-center/estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Charitable Giving: Smart from the Heart. Do you have causes that you want to support with donations? Here are three tips. Estate st...

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Home | Ortt Financial Inc

Customized financial strategies aligned with your unique needs. Why we do it. Making Sense of U.S. Household Net Worth. A look inside the U.S. government's statistics on household net worth. Should You Borrow from Your 401(k)? Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase? It May Be Time for a Financial Checkup. It’s never a bad time to speak with your financial advisor about changes in your situation. Insuring Your Second Home. Apps That Help Achieve Goals.

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