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Wall Street access without Wall Street restrictions

The associates of Thiesen Dueker Financial Consulting Group offer Wall Street experience and opportunities from an independent, locally owned company. That means we are free to offer the investment and wealth management opportunities that are right for you, not just a menu of products someone wants to sell you. Thiesen Dueker’s owners, associates and staff members live right here in California. So when you invest with Thiesen Dueker, we invest in the things that matter right here – from local schools and Valley non-profit organizations to Fresno State Athletics.

You’ve got a choice to make. And you’ve got great options.

Feel right … at home … at Thiesen Dueker.

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Our Services

Our independence lends us the freedom to offer a wide array of services tailored to your unique needs. From building your first portfolio to preparing for retirement, we’re here to serve you for the long-term.

Helpful Content

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

 

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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