“Providing financial advice is serious business.” “People entrust their life savings to our firm and we have a responsibility to help our clients protect what they have worked so hard for.”
A Message From Jordan Dechtman
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 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. 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 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-only 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.
Founder & CEO