Comprehensive Software
Our Comprehensive Software Can Reveal So Much!
At Thiesen Dueker, modern wealth management includes a commitment to utilizing advanced financial planning software that many other advisor and CPA firms don’t. Our software incorporates an artificial intelligence (AI) platform designed to overlay your current financial information (tax return, assets, investments, etc.) with current market data and trends and even applicable tax law. It’s designed to reveal both red flags and opportunities which strives for improved performance. With this valuable information, your Thiesen Dueker advisor works with other Thiesen Dueker advisors – pooling their expertise in various disciplines of wealth management – to develop strategies aimed at helping you reach your financial goals. Our software also allows us to present projections for these strategies. Our comprehensive technology and team approach to financial planning are not just about being “modern.” They help us help you make well-vetted, informed decisions about your financial future.
We’d love to help you. Simply call the Theisen Dueker team in your area or send us an email to arrange a meeting.
