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.