In a world of uncertainly, you can count on Dachtler Wealth Management to guide you in the right direction, says Dennis Dachtler. Sacramento area residents get top-notch service from the founder of Dachtler Wealth. Here, Dennis Dachtler answers some frequently asked questions about the company’s services.
Q. How is Dachtler Wealth actually different than other financial services providers?
Dennis Dachtler, Sacramento: We offer an extensive menu of what we call “Gold Medal Services.” This includes a thorough evaluation of your overall fiscal picture along with tax reduction strategies and personalized, regular meetings.
Q. How does Dachtler Wealth Management keep in touch in between consultations and reviews?
Dennis Dachtler, Sacramento: We publish a regular newsletter that may include information such as tax news and estate planning advice.
Q. What is your learning center?
Dennis Dachtler, Sacramento: It’s an area of our website that offers an extensive line of information and educational e-seminars. It is where you will find our newsletter and financial tools to help assist you on your journey to independent wealth.
Q. What types of products does Dachtler Wealth offer?
Dennis Dachtler, Sacramento: We provide annuities, portfolio management, and health, life and disability income insurances on top of securities* and investment advisory services*.
Q. Why offer insurance products?
Dennis Dachtler, Sacramento: At Dachtler Wealth, we want our clients to be covered no matter what their circumstances. Part of keeping the wealth you accumulate is protecting yourself from unexpected expenses, like accidents. Additionally, it’s important to protect your family, so life insurance is a vital addition to anyone’s portfolio of financial products.
Q. What is Dachtler Wealth’s Watch Dog Service?
Dennis Dachtler, Sacramento: We continuously monitor each and every account to help ensure performance. As well, we take the time to consult with you tax preparer and legal counsel to make sure that nothing is overlooked.
Q. What kind of wealth planning can Dachtler Wealth Management help me with?
Dennis Dachtler, Sacramento: We can analyze your current situation and help you prepare for retirement, distribution planning as well as family wealth management, including any goals, such as college, you may have for your children.
Q. I already have a trust account. Can Dachtler Wealth help me transfer and consolidate?
Dennis Dachtler, Sacramento: Yes, we can help you evaluate your assets and transfer them to the most appropriate trust or investment.
Q. I’m a busy medical professional and I don’t have time to really focus on my long-term wealth. Can Dachtler Wealth help me?
Dennis Dachtler, Sacramento: Absolutely, we are known throughout the area for our wealth planning services in the medical field. We remain up to date on all aspects of wealth management specific to care providers including health care legislation and law changes.
According to Dennis Dachtler, Sacramento was the perfect choice not only for his business, but also to raise his family. After graduating the University of Oregon with a degree in Marketing and Communications, Dachtler settled his family, a wife and two daughters, in the Folsom area, where he says he is honored to be a member of the community. It is this tightly knit community that has helped Dachtler Wealth grow to manage over $135 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.
Opinions expressed herein are those of the Registered Representative and may differ from those of Ameritas Investment Corp and affiliates. Information is gathered from sources deemed to be reliable; however, we cannot guarantee their accuracy. Past performance is not indicative of future results. This information should not be construed as investment, legal or tax advice. Participants should consult with their financial representative, attorney or tax advisor regarding your situation