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Dennis Dachtler Sacramento
As a leading wealth management expert with three decades of experience, Dennis Dachtler, Sacramento based entrepreneur and founder of Dachtler Wealth Management, explains why his company makes financial planning easy.
Q. How does Dachtler Wealth Management decide which course of action is best for clients?
First, we sit down with each client and evaluate his or her current needs. We then determine what their future expectations and necessities are. Once we have all the information we require, we create a FAC, a Financial Action Checklist.
Dennis Dachtler, Sacramento Area Financial Planner
Q. What types of items are included on the checklist?
It is a sort of “to do” list of goals. It will detail specific tax reduction and wealth accumulation strategies that we feel are best suited to the client’s needs.
Dennis Dachtler, Sacramento Area Financial Planner
Q. Do all clients have the same needs?
No, in fact, since each client has a unique set of circumstances, we design their checklist – no two are the same.
Dennis Dachtler, Sacramento Area Financial Planner
Q. How do your clients receive updates on their account(s)?
They all have access to a personal portal of information made available through our website 24/7. The information is updated daily. As well, we schedule quarterly conferences with each client to discuss progress and any potential changes.
Dennis Dachtler, Sacramento Area Financial Planner
Q. How do you inform your clients of relevant tax law changes and pertinent laws that might affect their assets?
We have a full calendar of events for both our clients and the community. We publish a regular newsletter that outlines tax changes and offer e-seminars and educational resources on our website, dachtlerwealth.com. Consult your tax advisor or attorney regarding tax issues specific to your circumstances.
Dennis Dachtler, Sacramento Area Financial Planner
Q. The “My Personal Wealth” area of your website is for clients; can it be used for other purposes?
This little piece of the Internet can also be used as a storage facility for important documents and copies of priceless family photos. It is sort of a vault to help our clients keep track of their life.
Dennis Dachtler, Sacramento Area Financial Planner
Q. What is the iMoney section of your website?
It’s part of the educational resources mentioned previously. Here, clients, and the general public, can get a quick lesson or two about retirement topics.
Dennis Dachtler, Sacramento Area Financial Planner
Q. Such as?
Retirement confidence, the cost of raising children and how it affects savings, and information on annuities and other financial products are all topics currently available on iMoney.
Dennis Dachtler, Sacramento Area Financial Planner
Q. Do you have any resources for potential and current clients who just want to get an idea of their savings capabilities without actually committing to a financial review?
Our website offers a wide array of tools that can act as a guide for individuals wishing to get a better idea of their current situation. We have Risk Management and Estate Planning calculators and even a financial IQ test.
Dennis Dachtler, Sacramento Area Financial Planner
Q. How can our readers contact you to get started?
It’s easy! Visit us online or call the office at 800.333.1855
Dennis Dachtler, Sacramento Area Financial Planner
Dennis Dachtler is licensed to sell annuities and insurance products and provide investment services. He is a registered representative with Ameritas.
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.