by, Joshua A. Ortner, CTFA


Roll Over Your 401K

Take control of your old 401k by creating a Rollover IRA. This process transfers your assets from your previous employer and opens more investment options for you.

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Reduce Stock Market Risk

Reduce stock market risk by 40% owning Low Volatile Index Funds. 

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Register For Class

Learn more about our course offered at Lakeland Community College from 6:00-8:00 P.M.

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1-Minute Videos

What's next after Dow 21,000?  View our one minute videos and articles.

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Our Mission

(1) Create financial Independence by maximizing savings and returns in your 401K, IRA, and other investment accounts.

(2) Reduce stock market risk using our low volatile index funds.

Three Step Process

Hiring an investment professional shouldn't be complicated. View our process page on becoming a client.

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Contact Us

Reach out to Mr. Josh Ortner and ask a question, or set up a meeting to see if you're fit

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