Richard Rouse

Financial Planner at Dachtler Wealth Management Llc

Richard Rouse's Professional Contact Details

Email (Verified)

****@dachtlerwealth.com

Get Email Address

(916) 933-3076

Location

Folsom, California, US

Company

Dachtler Wealth Management Llc

Person Seniority

entry

Person Functions

finance

Richard Rouse's Current Company Details

Dachtler Wealth Management Llc

Folsom, California, US • 5 Employees

finance

Since 1989, the Dachtler Wealth Management approach to delivering comprehensive financial services has always started and ended with you, our clients. We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams, and family situations. Through a consultative process we then learn the details of your financial picture so we can construct and deliver a customized plan along with your personal Financial Action Checklist. Our experienced team of professionals fully evaluates your situation to prepare personal strategies that integrate investment planning, tax reduction planning, retirement income and distribution planning, and family wealth planning. We then schedule to meet with you on a regular basis to discuss and update your financial situation. We pride ourselves in our constant calendars of client services and regular client communications to keep you informed of economic news and appropriate tax law and estate planning rule updates. While we are not the largest company in the business, I promise, that you will not be treated as if we are either. I value old fashioned and time-honored traditions of courtesy, trust and respect. We are excited about the future and look forward to providing you with our highest level of personalized professional services. And as we said eariler, at Dachtler Wealth Management, clients come first!

Founded Year

1989

Organization Website

dachtlerwealth.com

Organization Languages

English

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