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Sam Dechtman

CFP®
Personal Finance, Retirement, Investing
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“Sam Dechtman, CFP®, is a wealth advisor and partner at Dechtman Wealth Management serving clients as a fiduciary, specializing in Retirement, Investing & Personal Finance.”
Firm:

Dechtman Wealth Management

Job Title:

Wealth Advisor and Partner

Biography:

Sam Dechtman, CFP® is a wealth advisor and partner at Dechtman Wealth Management, a leading independent wealth management firm committed to fiduciary advice.

Sam began his career working at large international asset manager in Chicago assisting clients with investment analysis, portfolio construction, and retirement income strategies. During that time, Sam would receive the CERTIFIED FINANCIAL PLANNERTM designation, signaling mastery in all areas of financial planning.  After a few years, Sam decided to pursue his true passion and become a wealth advisor, where he would have the opportunity to develop deeper relationships with his clients.

As a wealth advisor at Dechtman Wealth Management, Sam assists clients in the areas of financial planning, investment management, and retirement planning. His approach begins by listening to the client’s goals and dreams to gain an understanding of what is important to them. He then analyzes their financial situation and develops a highly personalized strategy to help them achieve their goals. As a fiduciary, advice is always given in the client’s best interest.

In addition to Dechtman Wealth Management’s formation of a financial plan and providing investment management, all clients receive their own personal financial website, on-going wealth management insights, access to educational and social events, and unlimited consultations.

Education:

BBA, Bachelor of Business Administration, University of Wisconsin-Madison

CRD Number:

6235573

Disclaimer:

Securities offered through Securities America, Inc. Member FINRA/SIPC. Jordan Dechtman and Sam Dechtman, Registered Representatives Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm.  Jordan Dechtman and Sam Dechtman, Registered Investment Advisor Representatives.  Dechtman Wealth Management and Securities America companies are unaffiliated.  Securities America and its representatives do not provide tax or legal advice.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. https://brokercheck.finra.org/  www.finra.org  www.sipc.org

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March 2018
    Financial Planning, Retirement Plans, Retirement

All Answers
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    Stocks
If I buy 10 stocks at $50.00 per share, with a 3.2% yield, what will my quarterly payouts be?
100% of people found this answer helpful

If you buy 10 stocks at $50.00 per share, you have $500 total invested. 10 x $50 = $500

If the stocks collectively yield 3.2% annually, you will earn $16 for the year. $500 x 0.032 = $16

Therefore, your quarerly payouts will be $4. $16 / 4 = $4

May 2018
    Financial Planning, Small Business
As a small business owner, if I set up a simplified employee pension (SEP), do I have to invite all eligible employees to participate or can I use it just for myself?
100% of people found this answer helpful
April 2018
    401(k)
Does my employer's matching contribution count towards the maximum I can contribute to my 401(k) plan?
88% of people found this answer helpful
March 2018
    401(k), IRAs, Taxes
What are the tax implications of moving my 401(k) into an IRA?
80% of people found this answer helpful
April 2018
    401(k), Taxes
If I increase my contribution to my 401(k) account to an amount higher than what my company matches, will I have to pay taxes on the increased amount?
67% of people found this answer helpful
April 2018