Dennis Dachtler Reports 2013 Tax Changes

FOLSOM, California – January 6, 2013 – According to Dennis Dachtler, Sacramento based wealth manager, for 2012 the financial year brought about many changes, some of which went down to the very last hours of the year. Other changes still need to be addressed in early 2013.  This New Year will include many scheduled changes for investors, notes Dennis Dachtler, Sacramento based wealth manager. He says that the year 2013 will require many investors to revisit and update some of their overall financial plans.

Following this past presidential election year, the team at Dachtler Wealth will be watching and monitoring the changes that will take place in the tax, investment, and estate planning areas, says Dennis Dachtler.  “Sacramento area clients of Dachtler Wealth understand that as we look to the future, no one can predict with certainty what other new changes or challenges may occur. Our view is to constantly monitor and review how we can continue to help our clients reach their financial goals,” explains Dennis Dachtler, Sacramento based wealth manager. “One of our primary objectives is to maintain our long-term relationships with our clients and we appreciate the confidence that you have shown in our firm.”

“Each year as a firm we review the services that we provide for our clients,” says Dennis Dachtler, Sacramento based wealth manager.  One of Dachtler Wealth Management’s primary objectives is to always offer clients a first class experience.  For 2013, Dennis Dachtler, Sacramento based wealth manager reports that the firm will offer the following services in addition to personal meetings with the Dachtler Wealth office:

  • Quarterly economic updates;
  • Tax reports to keep clients updated on opportunities and changes;
  • Regularly scheduled educational workshops on relevant topics;
  •  A Client Advocate program that rewards clients who support the firm’s Growth Initiative
  • A continuous flow of meaningful articles on financial, tax, and estate planning topics; and
  •  Client Appreciation events.

Dennis Dachtler, Sacramento based wealth manager, reports that Dachtler Wealth will continue to always be available to offer clients the proper attention that they and their finances deserve by offering a strong and frequent line of communication.

“This year brings a variety of opportunity to help plan appropriately for one’s own personal financial future,” states Dennis Dachtler, Sacramento based wealth manager. According to Dachtler, the team at Dachtler Wealth Management is proud of their ability to understand and effectively respond to clients’ needs and concerns and enjoy providing information and services to their clients. “We always like to say “thank you” to our clients for allowing us to help them achieve their financial goals,” explains Dennis Dachtler, Sacramento based wealth manager.

“It is our goal this year to offer our services to several new clients. We are interested in working together and would like to offer [prospective clients] the ability to come in for a complimentary “Financial Check-up” to review their tax plan, estate plan, investment plan, retirement plan, and protection plan and make sure that they are all coordinated in [the individual’s] best interest,” concludes Dennis Dachtler, Sacramento based wealth manager.

Dennis Dachtler, Sacramento based wealth manager, may be reached directly by calling (800) 333-1855 or by going online to dachtlerwealth.com.

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