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  • Who We Are
    • Our Story
    • Meet the Team
    • President’s Message
    • Our Fiduciary Oath
    • Community Involvement
    • FAQ’s
  • Who We Serve
  • What We Do
    • Investment Management
    • Financial Planning
    • Tax Preparation
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Author: Sam Dechtman

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Keep Your Finances On Track Create a Financial Plan 5 Ways to Get and Keep Your Finances on Track

This article was featured in Investopedia. March is one of the best months of the year for sports fans. NBA and NHL playoffs are fast approaching, baseball is right around… Read More

Sam Dechtman / March 29, 2018
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Categories: Blog, financial planning, march madness
What is a 702(j) Retirement Plan? What is a 702(j) Retirement Plan? It’s another way to say life insurance contract.

Whether you had an insurance salesman aggressively pitch you a 702(j) retirement plan or you read information about it online, the question still remains – “what is it?” First, a… Read More

Sam Dechtman / March 28, 2018
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Categories: 702j Retirement Plan, Blog, Retirement

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Contact Us
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7807 E Peakview Ave #410
Centennial, CO 80111

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Securities offered through Securities America, Inc. Member FINRA/SIPC. Jordan Dechtman, Sam Dechtman and Adam Dechtman, Registered Representatives Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Jordan Dechtman, Sam Dechtman and Adam Dechtman, Registered Investment Advisor Representative. Dechtman Wealth Management and Securities America companies are unaffiliated. Securities America and its representatives do not provide tax or legal advice. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.