Dennis Dachtler knows that medical professionals often struggle to balance the many different aspects of their busy lives. Many turn to financial specialists like insurance agents, estate attorneys, investment brokers, and business and personal accountants for advice. However, since most advisors offer services independent of each other, it falls on the client to sort out their ideas and recommendations, notes Dennis Dachtler.
Building a medical practice can bring many rewards and many responsibilities, but success has a price, notes Dennis Dachtler. As a physician, time is valuable, with your practice being a top priority and your family counting on you. How can you track assets when you’re busy growing a practice? Do you know if your assets are working as hard as you?
Dennis Dachtler and the Dachtler Wealth management strategy, built specifically for the lifestyle needs of physicians, can help bring order to your financial world. The system is designed to give you a consolidated view of accounts, important documents, assets, specific goals and strategic plans, and your advisor’s contact information in one secure location. Dachtler Wealth provides clients with a personal financial website, says Dennis Dachtler, so you can view everything about your financial and estate planning in one place—on a desktop or from a mobile device. Every night, balances are automatically updated, reports Dennis Dachtler. Changes in assets as well as changes in your life will be tracked against overall asset allocation, retirement and cash flow models, insurance program, and your financial and estate plan. As Dennis Dachtler points out, updated assets are integrated into reports so that you can monitor progress against overall financial objectives.
According to Dennis Dachtler, the Dachtler Wealth management strategy also provides a secure online storage vault for private documents, like wills, trusts, tax returns, deeds to properties, insurance policies, licenses and memberships, and beneficiary designations. Here you can store photos and videos, and other precious memorabilia. Of course, all the information is password protected in a secure, encrypted personal web address, backed with the latest internet security technology available. Your top holdings are easily accessible and a watch list allows the monitoring of price fluctuations in investments throughout the day. According to Dennis Dachtler, you can even view the results of your awards programs, providing one single access point for all your important financial details. Alerts automatically notify your financial advisor of a problem or an opportunity, like your asset allocation being out of balance or a significant change in account values. This online access allows the client and Dachtler Wealth advisor to collaborate on any areas of concern, points out Dennis Dachtler.
As your medical practice grows, and the management of financial affairs becomes more complex, Dennis Dachtler and the team at Dachtler Wealth can become a single access point to organize and track all your financial assets and plans.
You’re just a click away from having the information you choose, all in one place…whenever you want it from wherever you are.