Knowledge, Trust & Integrity
At Jordan Dechtman Wealth Management, we have been serving and caring forour clients for more than 30 years. Our objective is to serve the wealth management needs of our clients with knowledge, trust and integrity .
Are You Ready for Retirement?
Financial security in retirement doesn’t just happen…It takes planning, commitment, and yes, money. It’s never too early, or too late, to start saving for your future.
The Dechtman Wealth Management System
As a kid, things were simple. You could fit everything that was important to you in a single box. Life is different now. Do you know where everything is and what everything is worth?
If you don’t, you should. If you want to know, you can.
With the Jordan Dechtman Wealth Management System, you can see everything you own in one place. Access your personal website to review and monitor your plan and strategy, set your budget, store important documents…connect with everything you own in one private and secure location.
Financial planning keeps you organized and in-the-know. We can show you how.
Is Jordan Dechtman Wealth Management a Good Fit For You?
Our proprietary investment strategies are based on 30+ years of extensive research. Our investment approach has prospered the test of time through a wide range of market conditions.
What you see is what you get – there is no conflict of interest in how we manage your assets. We always put your best interest first and adhere to the fiduciary standard.
Our goal is to be your primary resource for every wealth management need you come across. We provide our clients with unbiased, straight-forward investment research and guidance.
Stress Test Your Portfolio
Capture Your Risk Number
The first step is to take a 5 minute quiz that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to our decision making process.
Review Your Current Investments
It turns out 4 out of 5 people have more risk in their portfolios that they previously realized. This risk assessment helps empower you to make sure your portfolio matches your personal risk number.
Stress Test Investments
Stress tests illustrate how your proposed portfolio would have fared through various market events over the past 8 years, including the financial crisis and recovery.
What’s your Risk Number
Capture your risk tolerance and see if your portfolio fits you.
What You Need to Know About Social Security
Social Security is enormously complex.
There are 567 ways to claim your benefits, but no employee at the Social Security Administration is there to advise you on the best strategies for you.
With your complimentary Social Security Analysis you’ll know exactly WHEN and HOW to file for your benefits to achieve your maximum lifetime income.
Taking social security benefits – the right ones at the right time – is one of the biggest financial decisions you’ll make in your retirement. Soon after you claim, your benefits become permanent. You need to get it right. In this free eBook, we offer 5 Secrets & 5 Gotchas to help you navigates social security’s new rules.
Get All of Our FREE eBooks
Latest Blog Posts
- How to Start Investing if You Have $1,000 or Less - Jonnelle Marte There are plenty of benefits to having cash in the bank. But after you have paid off most of your debt and your emergency fund is set, investing some of your money can increase the chances that it will grow over time. In a period when interest rates on savings accounts are near zero, taking… Read More »
- October Financial Planning Days & Questions on Retiring with Debt - Rodney Brooks For all you folks who say you can’t afford a financial adviser, here’s an opportunity to get all the financial advice you want — for free. In October, Financial Planning Days will be held in cities across the United States as hundreds of certified financial planners will offer free financial advice to area… Read More »
- An Essential Budget Query: Is This Spending Aligned with My Values? - by Carl Richards A few months ago, I wrote an article explaining that the solution to keeping a budget is as simple (and complex) as maintaining awareness, and I asked you to do two things: 1. For 30 days, every time you make a purchase, take three seconds to notice what you spend your money… Read More »
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✔ Business Insider
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✔ The Economist
✔ Los Angeles Times
✔ The New York Times
✔ The Washington Post
✔ Yahoo Finance