Dachtler Wealth Management has made changes to their customer service and communications offerings, explains Dennis Dachtler, Sacramento based wealth manager and planner.
In light of recent congressional changes, Dachtler Wealth Management has made changes to their customer service and communications offerings, explains Dennis Dachtler, Sacramento based wealth manager and planner. The group is also offering free financial screenings for new clients.
FOLSOM, California “ January 18, 2013 “ Dennis Dachtler, Sacramento based wealth planner, reports that 2012 brought a number of changes; many of these relating to taxes and other fiscal concerns. In the last hours of 2012 and the early hours of 2013, Congress fielded these issues and finally came to an agreement. Dennis Dachtler, Sacramento based financial planner, explains that there are still matters to be addressed in the coming months, however.
These changes will require most investors to review their current portfolios, explains Dennis Dachtler, Sacramento based wealth manager.
As is common during an election year, 2012 was wrought with uncertainty and transformation. However, Dennis Dachtler, Sacramento based wealth manager, explains that the Dachtler Wealth team continues to keep abreast all of the changes. Areas most affected in 2013 are estate planning, general taxes, and investments.
According to Dennis Dachtler, Sacramento area clients are assured that his team will continuously monitor changes and evolve strategies to best help their clients achieve their goals. Says Dennis Dachtler, Sacramento based wealth manager, of his company's objectives for 2013: Dachtler Wealth plans to œmaintain our long term relationships with our valued clients. He additionally offers his gratitude for those he has served in his nearly 30 years in the business.
Keeping with the idea of change, Dennis Dachtler, Sacramento based wealth manager, announces additions to Dachtler Wealth Management's service line. These include:
Current financial updates sent quarterly
Tax news and reports
Structured seminars and educational group meetings
A new loyalty program
Increased relevant content available on dachtlerwealth.com
Additional events throughout the year for clients
These services are in addition to Dachtler Wealth's current client benefits and lend credence to their belief that open communication is vital to success. Dennis Dachtler, Sacramento based wealth manager, explains that Dachtler Wealth continues to have an open door policy, with agents always willing to offer guidance and support.
Dachtler Wealth Management has always been known for their gold-level services, explains Dennis Dachlter. Sacramento area clients are invited to share their experiences with the firm with their friends and family as Dachtler hopes to continue their own growth in the coming year.
Dennis Dachtler, Sacramento based wealth manager, also reports that his firm is offering a free œFinancial Check Up for anyone interested in financial planning or retirement preparation. These checkups are designed to ensure proper coordination of client investments and assist in reaching goals, both long and short-term.
For more information about Dachtler Wealth Management or Dennis Dachtler, Sacramento based wealth manager, call 800.333.1855 or visit their website dachtlerwealth.com
Sources: Schwab Center for Financial Research, Irs.gov The views expressed are not necessarily the opinion of Ameritas Investment Corp. (AIC) and should not be construed, directly or indirectly, as an offer to buy or sell any securities mentioned herein. This article is for informational purposes only. This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice as individual situations will vary. For specific advice about your situation, please consult with a financial professional. Content Provided by MDP, Inc. Copyright 2013 MDP, Inc.
Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC is not affiliated with Dachtler Wealth Management or MDP, Inc. Additional products and services may be available through Dennis Dachtler or Dachtler Wealth Management. Representatives of AIC are not permitted to provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.