Ronald Kutz CFP® is a financial advisor located in Gainesville, FL
Ron brings almost 10 years of experience advising clients through financial decisions through financial planning. His core competencies are retirement plans, financial planning, wealth management and insurance/employee benefits. He completed his BA in Finance from the University of South Florida (2004) and an Executive Financial Planning Certificate at the University of Georgia (2010). He completed his CERTIFIED FINANCIAL PLANNER™ CERTIFICATION in 2011 and holds a FINRA series license 7 and 66. He also has a Florida Life, Health, and Variable Annuity license.
DTRT Advisors and Insurance Services, LLCs has one goal and one goal only. To DTRT, Do The Right Thing for each of our clients every single day…through unbiased investment, financial, retirement and insurance planning.
How We DTRT…
DTRT Advisors, LLC is a fee only Registered Investment Advisor. We financially plan at an hourly rate or manage investable assets, whether personal or retirement plan assets, for a small percentage fee. All of our advisors are highly experienced and are CERTIFIED FINANCIAL PLANNERS, ™ practitioners. We do not compensate our advisors by commissions, or create sales pay grids based on the more you sell the more you make mentality. We have eliminated the big broker dealers and big insurance companies that we once worked for. These companies sales grids kept on average 50% of our revenue we generated. We are simply highly experienced financial advisors providing advice on a fiduciary basis, saving our clients money on fees and expenses, and our advisor compensation is based on our family taking care of your family. Welcome to our Sanctuary to provide financial advice… Welcome to DTRT Advisors, LLC.
DTRT Insurance Services, LLC is a licensed insurance agency supporting the operations of DTRT Advisors. We offer life, health, disability, and long-term-care insurance to individuals and groups. We seek insurance solutions from only highly rated insurance companies and the lowest cost. We feel insurance in the simpleist form is a commodity. Meaning, if the insurance company rating, product, benefits, provisions, and exclusions are all the same… then price is the determining factor. The best company at the lowest price wins…the client does not win with a single company insurance agent. The insurance agent has a fiduciary to his employer company not his or her client. At DTRT Insurance Services, LLC we seek out multiple company product solutions as your broker…the broker has a fiduciary to act in your best interest…plus remember our CERTIFIED FINANCIAL PLANNERS, ™ practitioners automatically advise to a fiduciary standard acting in your best interest always. Welcome to our Sanctuary to provide insurance products and services. Welcome to DTRT Insurance Services, LLC.
A client can be an individual, family, business or not-for -profit institution.
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