Financial Planning Advisors

The Jordan Dechtman Wealth Management process starts with a Mutual Discovery Meeting where you meet your financial planning advisors and get to know each other. As professional financial planning advisors, this is something that we take very seriously. The initial meeting leads to the development of your Total Client Profile. Your financial planning advisors then follow a systematic process to solve your most pressing financial problems. This may take some time, but the Jordan Dechtman Wealth Management financial planning advisors are resourceful and creative and will work to find the right solution for you.

Your financial planning advisors include Jordan Dechtman. Jordan is a Registered Investment Advisor Representative with over 25 years experience delivering comprehensive wealth management services from his offices in Colorado. In essence, Jordan is the quarterback of a team of financial planning advisors selected by Jordan from the best in the business. On June 15, 2009 Jordan was named to Securities America’s Circle of Stars for 2008 as one of Securities America’s Top 10 out of a total 1,900 independent financial planning advisors. Securities America CEO Steve McWhorter complemented Jordan for delivering outstanding results, despite the challenging markets, through hard work, strong ethics and providing the highest level of service to his clients.

Your comprehensive wealth management plan is driven by a collaborative effort of proven financial planning advisors and includes professionals in the fields of banking, insurance, tax, trading and law. Your team of financial planning advisors works to identify the best opportunities to safely deliver maximum benefit to you. The first step is to identify and address your most pressing needs. Next, options are developed to address your needs. Then, with your input and concurrence, the best options to meet your unique set of needs are selected. Finally, regular reviews, recommendations and updates are used to help you successfully manage the rest of your financial life.

Your financial planning advisors at Jordan Dechtman Wealth Management are able to efficiently coordinate a sometimes disparate team through the use of technology. With state-of-the-art online systems, our clients can:

• Access your personal assets anytime, anywhere
• Monitor your financial goals and objectives
• View updated balances online
• Store your key documents in an encrypted online vault
• Collaborate with your financial planning advisors

Call Jordan Dechtman Wealth Management today to schedule an appointment to review your financial portfolio and discuss how we can help you meet your goals.