Simplifying the Complex
Our job is to know your life goals...to know the investment options than can help you reach them...and to bring them to your table when the time is right.
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 contribute our time and resources to the things that matter right here in the communities we serve.
You’ve got a choice to make. And you’ve got great options.
Feel right … at home … at Thiesen Dueker.
13-Point Service Plan. Choose our complete management plan or choose just the services you need help with.
Create a comprehensive financial plan that grows with you and your family.
It’s never too early to start planning for your retirement.
As you work to develop your investment and retirement strategy, considering what the tax implications of those plans might be, becomes vital.
There is no investment without risk, yet it doesn't take some magical formula in order to manage risk.
Give your loved ones the financial support they need to pursue a college education without the worry of student loans and debt down the road.
We'll help you reach your financial goals so you can take care of the rest.
We are happy to meet you where you are on your financial journey and steer you towards the keys and principles that will lead you into your financial future.
Along the path of life, most of us meet unpredictable circumstances that force us to reroute and reconsider the track we are on. By keeping your financial assets at the forefront of your planning efforts, you can be prepared to meet stumbling blocks.
Our family of clients ranges from young professionals to seasoned retirees. Whether you're at the height of your executive career, starting up a business, or leading a charitable organization, our team of experts has the experience, knowledge and credentials to help you thrive.
Curated articles, videos, and more for a financially savvier you.
Thoughtful insight on market news
Helpful documents provided by the LPL Research Team
Curated articles, videos, and more for a financially savvier you
Stay up to date on the latest firm news
Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.