Services Overview
Effective modern wealth management ensures that all aspects of your financial life are maximized and working together to achieve your goals. The Thiesen Dueker team comprises financial advisors who, collectively, do just that. Your financial advisor works with other financial advisors to make sure your financial plan is strong in all disciplines. We believe that no one financial advisor can, or should, assume proficient expertise in all disciplines. So we’re built to work together to provide comprehensive financial planning, including all services below:
- A plan designed to meet your personal goals
- A plan that can changes 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 organizations
- Charitable donation planning
- Goal setting
- Estate law implications
