Your Life. Your Goals.
Services Overview
Our job is to know your goals, know your world of options, and introduce you to each other at the right time.
Effective modern wealth management factors all aspects of your financial life and market trends into a financial plan designed to pursue your goals. The Thiesen Dueker team comprises financial advisors who, collectively, do just that. Your financial advisor works with other advisors to share their expertise in various disciplines to evaluate the strategies we present to you. We provide services in all areas of individual wealth management:
- A plan designed to meet your personal goals
- A plan that can change as your life and goals change
- A plan that takes all financial aspects (below) into consideration
- Traditional and Roth IRAs
- Simple and SEP IRAs
- IRA Rollovers and Consolidations
- 401(k) Planning
- 403(b) Programs
- Profit Sharing and Defined Benefit Plans
- Income Distribution and RMDs
- Setting goals, timelines and risk tolerance
- Developing investment strategies
- Stocks, mutual funds, bonds, etc.
- Providing investment vehicle analysis
- Monitoring performance of investments
- Recommending investment course corrections
- Real-time access to performance reports
- Tax implications of retirement and investment strategies
- Strategies to reduce taxes
- Tax deferral and tax-free income opportunities
- Identifying potential risks to return
- Analyzing historical information along with market forecasts
- Rejecting or accepting potential investment opportunities (or employing mitigation strategies)
- Projecting college/university costs
- 529 plans
- Coverdell Education Savings Accounts
- Uniform Gifts to Minors Act
- Uniform Transfers to Minors Act
- Working with other legal and tax advisors on your team
- Amassing/preserving wealth for heirs or charitable
- Charitable donation planning
- Goal setting
- Estate law implications
- Assessing appropriate insurance needs
- Life insurance
- Disability insurance
- Long-term care insurance
- Employee retirement plans
- Tax planning
- Estate and philanthropic planning
- Real estate analysis
- Business finance
- Debt analysis
- Asset protection
- Managing profits from the sale of a business
- Exit strategy planning
- Specialized advisory and analysis support
- Institutional preservation of both assets and data
- Coordination with CPAs and tax attorneys
- Concierge-style services
More Topics:
Your Life. Your Goals
Retirement plans
Technology matters
Best of Independence
Community
A better way
The gift of planning
Retiring advisors
