Dave Dettmann, CFP®, CLU®, ChFC®

Wealth Management Advisor

Helping Create Your Financial Plan

The process of achieving financial security – the confidence that comes from taking action today to provide for tomorrow – is different for each of us. Often, the first step is to establish a relationship with someone who takes the time to learn about your values, understand your dreams and help you create a personal financial plan that will evolve with you over time.

Dave and his team are thankful every day that they have the opportunity to listen to their clients, and to teach and energize them about their future. Dave works with his clients to help ensure they have well thought out objectives, clear action steps, and a realistic timetable to achieve their financial goals and protect the people and things they care about most. Let our team help you achieve a secure financial future.

Dettmann Team Photo

 


My Mission

We believe living a life by design is better than living a life by default.

Shall we work together?

Do you want an advisor who can help lift the burden of the business of life? With risk all around us, do you want a plan that strives for the highest degree of financial security? Do you want a team to help bring efficiency and happiness to your life today, while partnering with you for tomorrow?

  • Do you want it done?
  • Do you want it to work well?
  • Do you want to have fun doing it?

We do, too!

Make a commitment to yourself and give us a call. Say yes to a partnership that will bring your values to life.

David Dettmann, CFP®, CLU®, ChFC®

Making great decisions about your wealth, whether you are deciding to grow it, protect it or both, starts with sound thinking; thinking that makes sense. Here's how our thinking starts when it comes to helping you make important financial decisions.

Copyright 2018 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

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