I’m often asked the question, “What drove you to become a financial advisor?” and my answer to everyone is that my personal life experiences have led me down this path. Growing up I watched my father, a business owner, make poor financial choices and take bad advice regarding investments.
At the age of 18, 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. This sense of responsibility led me down my future career path to provide financial planning strategies to all those I can.
Rather than let this difficult and challenging experience push me down, it became my call to action. I attended the University of Arizona to study finance and began my lifelong commitment as a financial advisor in the Denver area to help others 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 four decades to help save wisely and retire comfortably with dignity.
Many times, investors let 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. We offer assistance with financial planning, retirement income planning, tax reduction planning, Social Security analysis, and estate planning.
At Dechtman Wealth Management, located in Denver, our trusted financial advisors 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 innovative investment tools to build a customized strategy in an effort to meet your long-term needs.
Dechtman Wealth Management is a fee-based financial advisory practice 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. Our team is always here to provide you with whatever financial planning strategies you need. Give us a call today, and let’s discuss your financial future.
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org