Gold Medal Services

Clients of Dachtler Wealth Management experience an approach to attaining their lifestyle plans like no other management firm. We work closely with individuals, families, and business owners and help link their accumulated financial assets with their personal goals and vision of the future.

Here are some of the ways we can help you:

• Our strong menu of Gold Medal Services which include a comprehensive review of: your tax reduction strategies; estate plans; investment plans; retirement plans; and, protection plans.
• Our frequent and regular scheduled meetings with clients to update your specific plans and discuss your personal situations.
• Our strong and consistent calendar of high quality newsletters, tax reports, and other reports and articles.
• Our personal service that features our best and most current ideas, suggestions and strategies.
• Our frequent schedule of client educational and appreciation events

Your Firm	Our Firm	Investment "Watch Dog" Service
		Reviewing your investments and designing a personalized portfolio appropriate to your needs
		Year-long, continual monitoring of your investments
		Quarterly meetings to: review, evaluate your investment performance, update your financial objectives and if necessary, reallocate your portfolio as agreed upon by you
		Quarterly Statements
		Independent Advice
		Recommendations regarding positioning of funds within your employer provided retirement plans such as 401(k)s
		Aggregation of all your accounts to simplify and reduce paperwork

Your Firm	Our Firm	Tax Reduction Planning
		Comprehensive review of your tax return to highlight opportunities to help maximize tax reduction strategies
		Quarterly review of your tax situation and planning to incorporate any new tax law changes
		Free consultation with your tax preparer
		Recommendations of tax strategies including tax advantaged investments
		Staying up-to-date on and presenting new tax laws that can affect your situation

Your Firm	Our Firm	Retirement Income & Distribution Planning
		Analysis of your income needs now and in the future
		Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
		Recommendations regarding an effective distribution strategy for your employer retirement plans & IRAs
		Analysis of the beneficiaries of your IRAs
		Review the possibilities of converting to a Roth IRA

Your Firm	Our Firm	Family Wealth Planning
		Analysis of your current estate plan and concerns
		Free consultation with your attorney
		Assistance in transferring assets to your Living Trust or other trusts
		Providing guidance with the appropriate and necessary steps in the event of the death of a loved one
		Review of your long-term care needs

Your Firm	Our Firm	Client Services and Communications
		Quarterly Newsletter to keep you apprised of the most current planning options
		Quarterly reviews
		Special reports on how to help reduce your taxes and other important topics
		Special Gold Medal Service Events (including client education and appreciation events)