Saturday, January 5, 2013

Dennis Dachtler, Sacramento Area Wealth Management Firm Unique

Dennis Dachtler, Sacramento based wealth manager, has made advising others on financial matters his business since 1989. Through Dachtler Wealth, he helps clients get into position to enjoy their golden years as well as assists younger families plan ahead for college and other major expenses.

Q: There are hundreds of financial consulting firms around. How do I know which one is right for me?

Dennis Dachtler, Sacramento based wealth manager: First you need to decide what is important to you. Do you want to be able to see all of your assets together? Do you prefer one on one conversations? Do you want an account manager that knows you and your goals? You really have to ask yourself what you want. At Dachtler Wealth Management, we take a personal approach. We understand that each client has a story and they all want a happy ending.

Q: What is the eMoney feature on Dachtler Wealth’s “Your Personal Homepage?”

Dennis Dachtler, Sacramento based wealth manager: It is software that allows you to keep track of all of your assets 24/7. It updates daily so the information is always current.

Q: How will the account managers at Dachtler Wealth Management keep me informed?

Dennis Dachtler, Sacramento based wealth manager: We keep an eye on each individual client’s account. We schedule regular meetings to discuss account activity and immediately contact the client if something drastic changes.

Q: I have a retirement plan with my employer. Can you examine my current asset allocation and help me better divide my investment dollars?

Dennis Dachtler, Sacramento based wealth manager: Absolutely! We will look at your 401k and guide you toward potentially beneficial changes.

Q: Does Dachtler Wealth Management offer services to help me plan my retirement?

Dennis Dachtler, Sacramento based wealth manager: Yes, we do. No matter what age or stage in life you are currently in, we can help you get into position for a comfortable retirement.

Q: I don’t have family who can help care for me once I cannot do for myself. Can Dachtler Wealth help me develop a plan for my own long-term care?

Dennis Dachtler, Sacramento based wealth manager: We can certainly take a look into your future needs and help plan a portfolio around how you want to live out your retirement.

Q: How does Dachtler Wealth Management keep in touch with its clients?

Dennis Dachtler, Sacramento based wealth manager: We offer a wealth of information on our website as well as through our regular newsletter.

Q. How often will I be contacted personally regarding my accounts?

Dennis Dachtler, Sacramento based wealth manager: We offer quarterly reviews and are available during business hours for any immediate questions or concerns.

Q: I hear that Dachtler Wealth Management offers customer appreciation events. Is that true?

Dennis Dachtler, Sacramento based wealth manager: Yes. We not only offer educational materials and tutorials online, we also have in person events to let our clients know just how much we care.

Dennis Dachtler, Sacramento County CA Lic. #0658362 established Dachtler Wealth Management in 1989 with a vision of helping people achieve peace of mind though financial freedom. Today, Dachtler Wealth manages over $150 million in assets.

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.


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