WHAT IS YOUR DREAM? WHAT DRIVES YOU?
Our insurance and financial services
agency was started in 1989 by Ron and Charlene Dortch. Our
dream and what drives us is living a life of purpose and doing
our part in "protecting the American Dream". Our
offices are located in Richmond, VA.
Our passion was and
continues to be to serve others by helping them improve their
lives and working with numbers and finance. Over the years,
we have helped families, businesses and individuals with all
aspects of their financial picture including increasing their
cash flow, net worth, wealth accumulation, college planning,
risk management, debt elimination, and planning retirement.
We are independent agents. This decision helps us to shop
the market on our clients' behalf to find the most appropriate
products for them.
We subscribe to the
Four Way Test developed by Rotary International: Is it the
truth? Is it fair to all concerned? Will it build good will
and better friendships? Will it be beneficial to all concerned?
Clients really appreciate the fact that when we work with
them it is about them. It is not about a product or our company.
It is about the mission. They like having space to decide
without pressure. After you have a chance to review this site,
we welcome the opportunity to speak with you further.