Knowledge, Trust & Integrity
At Dechtman Wealth, we have been serving and caring forour clients for more than 30 years. Our objective is to serve the wealth management needs of our clients with knowledge, trust and integrity .
Are You Retirement Ready?
Financial security in retirement doesn’t just happen…It takes planning, commitment, and yes, money. Take our simple quiz to find out if you’re ready.
The Dechtman Wealth Management System
As a kid, things were simple. You could fit everything that was important to you in a single box. Life is different now. Do you know where everything is and what everything is worth?
If you don’t, you should. If you want to know, you can.
With the Dechtman Wealth Management System, you can see everything you own in one place. Access your personal website to review and monitor your plan and strategy, set your budget, store important documents…connect with everything you own in one private and secure location.
Financial planning keeps you organized and in-the-know. We can show you how.
Is Dechtman Wealth a Good Fit For You?
Our proprietary investment strategies are based on 30+ years of extensive research. Our investment approach has prospered the test of time through a wide range of market conditions.
What you see is what you get – there is no conflict of interest in how we manage your assets. We always put your best interest first and adhere to the fiduciary standard.
Our goal is to be your primary resource for every wealth management need you come across. We provide our clients with unbiased, straight-forward investment research and guidance.
Stress Test Your Portfolio
Capture Your Risk Number
The first step is to take a 5 minute quiz that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to our decision making process.
Review Your Current Investments
It turns out 4 out of 5 people have more risk in their portfolios that they previously realized. This risk assessment helps empower you to make sure your portfolio matches your personal risk number.
Stress Test Investments
Stress tests illustrate how your proposed portfolio would have fared through various market events over the past 8 years, including the financial crisis and recovery.
What’s your Risk Number
Capture your risk tolerance and see if your portfolio fits you.
What You Need to Know About Social Security
Social Security is enormously complex.
There are 567 ways to claim your benefits, but no employee at the Social Security Administration is there to advise you on the best strategies for you.
With your complimentary Social Security Analysis you’ll know exactly WHEN and HOW to file for your benefits to achieve your maximum lifetime income.
Taking social security benefits – the right ones at the right time – is one of the biggest financial decisions you’ll make in your retirement. Soon after you claim, your benefits become permanent. You need to get it right. In this free eBook, we offer 5 Secrets & 5 Gotchas to help you navigates social security’s new rules.
Get All of Our FREE eBooks
Latest Blog Posts
- Concerns Over Trump Dent Global Stocks, Dollar - Vikram Subhedar LONDON (Reuters) – Concern that U.S. President Donald Trump’s reform agenda could be slowed down, and that Trump himself could even face the threat of impeachment, added to disappointing U.S. economic data on Wednesday to hit the dollar and spur a pullback in richly valued stocks. Reports that Trump asked then-FBI Director James… Read More »
- 3 Things to Consider When You Have An Old 401(k) You Don’t Know What To Do With - Nancy L. Anderson If you have a 401(k) with a former employer, it’s called an orphan. The name is fitting, since you aren’t really taking care of this account — it’s sitting there all by itself. In fact, according to the Bipartisan Policy Center, there are 25 million orphaned retirement accounts sitting with former employers today. If… Read More »
- The 10 Best Ways for Business Owners to Save Money - Brian Rashid Leaders of small and large companies alike can struggle with saving money. With rising costs starting to strangle small businesses, it’s more important than ever to tighten your belt and pay close attention to what’s flowing in and out of your bank account. Without a team of pricey accountants and financial planners, this can… Read More »
As Seen In: