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Finance

Dennis Dachtler Sacramento on Prudent Planning for Professionals

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Dennis Dachtler, Sacramento based retirement planning consultant and founder of Dachtler Wealth Management, explains why medical professionals need a helping hand while their hands are busy helping others.

Q. I am still a medical student. My advisors tell me that I really need to consult with a wealth planner. Why?

As a future medical professional, you’ve probably already gotten a glimpse of how hectic your life will soon be. Most physicians barely have time to sleep. Financial planning takes a great deal of time…time you likely won’t have.

Dennis Dachtler, Sacramento Based Wealth Management Expert

 

Q. What tools are available to help a busy professional manage future living expenses?

We offer a variety of wealth planning tools on our website and we are available by phone and email to answer questions or address concerns.

Dennis Dachtler, Sacramento Based Wealth Management Expert

 

Q. How can I monitor my savings/investment progress?

Dachtler Wealth offers quarterly progress reports and clients have access to a “personal wealth” homepage where a summary of accounts is neatly organized and ready to view 24/7.

Dennis Dachtler, Sacramento Based Wealth Management Expert

 

Q. I have several important documents relating to my assets. Is there a secure way to store these online so that my loved ones can access them of something were to happen to me?

The personal wealth homepage also offers ample storage for wills, deeds, and even precious family photos.

Dennis Dachtler, Sacramento Based Wealth Management

 

Q. I only have time to check my investments while on the go. Can Dachtler Wealth help me keep track without making me sit still?

Yes, we can. With our mobile app, keeping tabs on your money is as quick and easy diagnosing a seasonal flu.

Dennis Dachtler, Sacramento Based Wealth Management Expert

 

Q. Why is planning ahead so important in the medical field?

Medical professionals spend so much of their own money out of pocket for things like education, practice startups, and insurance. While you should earn a livable income, with all of the expenses, you need to make sure to set aside for later.

Dennis Dachtler, Sacramento Based Wealth Management Expert

 

Q. I have concerns about Internet security. How do I know my information is safe?

We utilize only the latest software. We update security measures often and accounts are always monitored for unusual activity.

Dennis Dachtler, Sacramento Based Wealth Management Expert

 

Q. What financial products does the team at Dachtler Wealth Management offer?

Aside from financial planning, we also provide life and annuity based products.

Dennis Dachtler, Sacramento Based Wealth Management Expert

 

Q. How long has Dachtler Wealth been in business? Is the firm BBB accredited?

We opened in 1989 and are a Better Business Bureau Member with an A+ rating.

Dennis Dachtler, Sacramento Based Wealth Management Expert

 

Q. I’m ready to secure my future, and my family’s. How do I get started?

Call us at 800.333.1855 – we’ll figure out a strategy just for you.

Dennis Dachtler, Sacramento Based Wealth Management Expert

 

For more information about Dennis Dachtler, Sacramento Retirement Planning, or for wealth calculators and statistics, visit dachtlerwealth.com.

 

Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC).  Member FINRA/SIPC.  AIC and Dachtler Wealth Management are not affiliated.  Additional products and services may be offered through Dennis Dachtler, Heather Dachtler or Dachtler Wealth Management that are not offered through AIC. The opinions and views stated in this publication are solely those of Dennis Dachtler and Heather Dachtler and should not in any way be considered to be an endorsement by Ameritas Investment Corp.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money.  A Representative from Dachtler Wealth Management will contact you to provide requested information.  Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Securities products are currently limited to residents of AL, AR, AZ, CA, CO, FL, GA, IN, KS, LA, MN, MO, NC, NE, NM, NV, OR, PA, TN, TX, UT & WA.

Finance

Dennis Dachtler on What Makes Dachtler Wealth Management Unique

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Dennis Dachtler founded Dachtler Wealth Management in 1989, based upon a standard of service that hopes to exceed customer expectations. The team at Dachtler Wealth Management knows how difficult it can be to stay on top of finances with so many other priorities commanding our attention throughout the day. For that reason, Dennis Dachtler and Dachtler Wealth offers clients a web portal that will allow them to check up on their finances from anywhere, including a mobile device.

According to Dennis Dachtler, Dachtler Wealth Management provides gold level services to its clients, including personal consultations in the areas of tax reduction, planning for retirement, and managing investments. These consultations are tailored to each client’s individual needs, with meetings held frequently to ensure a client continues in the appropriate direction.

In addition to regular meetings, Dachtler Wealth Management also provides newsletters, reports, and, of course, 24/7 access to Your Personal Wealth Homepage. Additionally, Dennis Dachtler and his staff regularly hold informational sessions and customer appreciation events.

If a client has a 401(k) plan through his or her employer, Dennis Dachtler and the Dachtler Wealth team can review current fund positioning to determine if he or she is getting the optimum return. Dachtler Wealth Management can also consolidate information about a client’s accounts to provide one place where the entirety of his or her information can be reviewed. This allows for easier money management, according to Dennis Dachtler.

Dennis Dachtler can also assist with retirement planning, reviewing a client’s situation to help create a detailed plan for his or her personal retirement timeline. Even in doing this, Dennis Dachtler is aware that a client needs to still have control of his or her finances in order to meet current financial needs. Dennis Dachtler encourages each client to put money away for the future while still maintaining a healthy budget today.

Family wealth management is an important part of Dennis Dachtler ’s focus at Dachtler Wealth, with the firm offering families assistance on transferring assets, coping with financial assets when a loved one passes, as well as financial planning for the entire family. As Dennis Dachtler points out, Dachtler Wealth Management also offers a free consultation with an attorney to clients.

Dachtler Wealth Management believes in providing clients the tools they need to succeed. By providing one-on-one personalized service, Dennis Dachtler and the team at Dachtler Wealth are able to help people in ways that perhaps other financial service providers don’t. For more information or to contact Dennis Dachtler, go online to www.dachtlerwealth.com.

 

Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC).  Member FINRA/SIPC.  AIC and Dachtler Wealth Management are not affiliated.  Additional products and services may be offered through Dennis Dachtler or Dachtler Wealth Management that are not offered through AIC. The opinions and views stated in this publication are solely those of Dennis Dachtler and should not in any way be considered to be an endorsement by Ameritas Investment Corp.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money.  A Representative from Dachtler Wealth Management will contact you to provide requested information.  Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Securities products are currently limited to residents of AL, AR, AZ, CA, CO, FL, GA, IN, KS, LA, MN, MO, NC, NE, NM, NV, OR, PA, TN, TX, UT & WA.