Financial Planner and Insurance Agent Michael Kortz is located in San Clemente, Orange County, California

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CAN YOU TRUST FINANCIAL PLANNERS AND INSURANCE AGENTS?

You can't trust them if they aren't working for you. It’s critical to work with an advisor who provides recommendations without bias towards any one product or program; someone you can trust to provide you with knowledgeable & objective guidance. Can you say that about your current advisor? You can say that about Michael Kortz, Financial Planner and Insurance Agent.

Businesses and Business Owners:
The right benefit package keeps you and your employees happy. From group insurance plans– to retirement plans– to discretionary benefits…and beyond; treat yourself and your employees to the best incentive plans available.

Insurance Brokerage Services
Helping small businesses and individuals with their insurance since 1999, Michael has a knack for finding the right plan- and in the process has saved his clients hundreds of thousands of dollars on their life insurance, health insurance, disability insurance and long term care insurance.

Personal Financial Planning
You’ve worked hard to get where you are today. What can you do to protect what you’ve earned? Where do you want to be tomorrow? What will it take to get there?

Reaching those goals can be a confusing process. Amid this kind of confusion, it's easy to put off the decisions you need to make now to help ensure a more secure financial future for you and your family. Let’s work together to achieve your dreams.

My Guarantee
I will earn your business. I will never try to "sell" you anything. I will bring you new ideas and programs that you will not hear anywhere else. If you are not delighted with my service, I encourage you to fire me.

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Michael Kortz, RFC, RR serves clients in Orange County and throughout Southern California (CA), including the cities of Aliso Viejo, Anaheim, Anaheim Hills, Balboa Island, Brea, Buena Park, Camp Pendleton, Capistrano Beach, Corona del Mar, Costa Mesa, Cypress, Dana Point, Dove Canyon, Foothill Ranch, Fountain Valley, Fullerton, Garden Grove, Huntington Beach, Irvine, Ladera Ranch, La Habra, La Palma, Laguna Beach, Laguna Hills, Laguna Niguel, Laguna Woods, Lake Forest, Los Alamitos, Mission Viejo, Monarch Beach, Nellie Gail, Newport Beach, Newport Coast, Oceanside, Orange, Placentia, Rancho Santa Margarita, San Clemente, San Juan Capistrano, San Juan Hills, Santa Ana, Seal Beach, Stanton, Sunny Hills, Talega, Trabuco Canyon, Tustin, Tustin Ranch, Villa Park, Westminster, Woodbridge, Yorba Hills, and Yorba Linda.
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800 S. El Camino Real - Suite 200 - San Clemente, CA 92672 - (949) 226-8390