I’m often asked the question, “What drove you to become a financial advisor?” and my answer to everyone is that I have experienced things in my personal life that led me down this path. Growing up I watched my father, a successful business owner, make poor financial choices and take bad advice regarding investments. At the age of 48, my father passed away, leaving my mother widowed with four young
children under the age of 18. Being the oldest, I immediately inherited a sense of responsibility and determination to take care of my mother and my siblings. I attended the University of Arizona to study finance and began my lifelong commitment to work with others to help them plan and prepare for their financial future. And so it is with a kind heart and all the knowledge that I possess that I have been serving those for over three decades to save wisely and retire comfortably with dignity. Many times, emotions get in the way of making smart financial choices. Our goal is to positively impact our client’s retirement by assisting them in making important financial decisions. Our strategies are focused in retirement income planning, tax reduction planning and estate planning. At Dechtman Wealth Management, we will discuss your personal values, goals and needs to assist you in designing and implementing your one-of-a-kind financial plan. We do this through a very thorough and detailed process we call; “The Dechtman Wealth Management System.” This system involves our team analyzing your specific situation and utilizing state of the art investment tools to build a customized strategy in an effort to meet your long-term needs. Dechtman Wealth Management is an independent, fee-based financial advisory firm serving our clients best interests. Whether you’re already retired or retirement is years away, it’s never too late to get a second opinion for your financial planning needs. Please call the office to schedule a complimentary consultation to review your investment planning needs. IMPORTANT DISCLOSURE INFORMATION
Dechtman Wealth Management, LLC [“Dechtman”] is an SEC registered investment adviser located in Centennial, CO. Different types of investments involve varying degrees of risk. Therefore, there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Dechtman, or any consulting services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Dechtman is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Dechtman. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.dechtmanwealth.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.
