According to Dennis Dachtler, Sacramento area residents need round-the-clock access to real-time financial information. With eMoney, Dachtler Wealth Management provides this, as well as secure document storage as a value added service to clients.
Q. What is eMoney?
Dennis Dachtler, Sacramento County, CA Lic # 0658362: eMoney is a Personal Wealth Homepage/Management system that Dachtler Wealth Management incorporates as a value added service to clients. Through this software, clients may keep track of their financial state by viewing an overall picture.
Q. What information is available through this software?
Dennis Dachtler, Sacramento County, CA Lic # 0658362: The client’s investments as well as their goals and other personal information are available in a snapshot view.
Q. How do I know if my personal information is secure?
Dennis Dachtler, Sacramento County, CA Lic # 0658362: The information is kept on an encrypted server and is monitored by the latest technology available in the industry. Information can be accessed securely from anywhere.
Q. How often does the system update?
Dennis Dachtler, Sacramento County, CA Lic # 0658362: Every day, once a day, the system is updated with the most current information. The software also flags for any potential signs of trouble or conflict.
Q. Why use eMoney versus traditional wealth tracking methods like bank and investment websites?
Dennis Dachtler, Sacramento County, CA Lic # 0658362: While banking institutions have reliable and secure information, eMoney goes beyond just data and offers a real money management solution, linked to every available account.
Q. I need help setting goals. Is eMoney right for me?
Dennis Dachtler, Sacramento County, CA Lic # 0658362: We believe that the software is an excellent avenue to helping each client plan for future expenses.
Q. I don’t have time to sit at my computer and log hours tracking my finances. What does eMoney offer someone with my busy lifestyle?
Dennis Dachtler, Sacramento County, CA Lic # 0658362: eMoney is available for smart phone users in a user friendly mobile platform.
Q. I’m a physician and I need a financial advisor that understands my specific needs. Is Dachtler Wealth Management right for me?
Dennis Dachtler, Sacramento County, CA Lic # 0658362: Dachtler Wealth Management has extensive experience helping medical professionals keep track of and manage their growing retirement and investment funds.
Q. Now that I know more about eMoney, how can I get started with Dachtler Wealth Management?
Dennis Dachtler, Sacramento County, CA Lic # 0658362: Getting started is easy. Call our office at 800.333.1822 or visit us on the web at www.dachtlerwealth.com
Dennis Dachtler’s Sacramento County office may be contacted at 800.333.1855 or on the web at www.dachtlerwealth.com
Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Dachtler Wealth Management are not affiliated. Additional products and services may be offered through Dennis Dachtler or Dachtler Wealth Management that are not offered through AIC.
This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Dachtler Wealth Management will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Securities products are currently limited to residents of AL, AR, AZ, CA, CO, FL, GA, IN, KS, LA, MN, MO, NC, NE, NM, NV, OR, PA, TN, TX, UT & WA.