Sam Dechtman, Cfp®, Cfs® Email & Phone Number

Financial planning has fascinated me from a young age. Watching my father help his clients pursue their financial goals and dreams was something I looked up to. While I was working for a large international asset manager in Chicago, my interest in helping clients with their financial futures turned into a passion. I obtained the CERTIFIED FINANCIAL PLANNER™ designation, which is awarded to applicants who are able to critically apply and integrate knowledge from Investment Planning, Retirement Savings and Income Planning, Tax Planning, Risk Management and Insurance Planning, Estate Planning, and Education Planning, to deepen my knowledge to better serve our clients at Dechtman Wealth Management. Helping others become financially secure enough to pursue their dreams is my mission.At Dechtman Wealth Management, we will discuss your personal values, goals and needs to assist you in creating and implementing your own personalized financial plan. We accomplish this through a very detailed and thorough process we call “The Dechtman Wealth Management System.” Our team will analyze your unique situation and, utilizing state-of-the-art investment tools, build a customized strategy designed to meet your long-term needs. Dechtman Wealth Management is an independent, fee-based financial advisory firm serving our clients best interests. We hold ourselves to a Fiduciary standard in an effort to eliminate conflicts of interest. Investing towards your financial goals can be seem like a daunting task, but you don’t have to do it alone. 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. http://www.dechtmanwealth.com

Listed skills include Marketing, Leadership, Finance, Team Leadership, and 8 others.