full screen background image
Thielen & Associates, Inc.

Financial Services

Financial Services

At Thielen & Associates, Inc., a San Jose CPA firm, we have the skills and expertise to help guide and direct you through complicated financial decisions that affect your future.

When we work with our clients we take into consideration all of your needs including budgeting and saving, taxes, insurance, retirement planning and estate and trust planning to give you a clear picture of how each financial decision you make affects your short and long-term life goals.

As CPAs and trusted advisors, we help you to see beyond your immediate financial concerns to achieve a long term vision for your future.

Our services include:

  • Evaluating retirement plans (SEP, SIMPLE 401(k), Pension, Profit Sharing, IRA, etc.)
  • Evaluating insurances needs - life, health, disability and longterm care
  • Estate planning
  • Retirement planning
  • College planning
  • Financial services
  • Asset protection
  • Business succession planning
  • Employee benefit plans
  • Trusts and charitable gifting
  • Executive compensation plans
  • Key employee retention plans
  • Buy/sell agreements

We take a consultative approach that allows us to fully understand your unique needs and concerns. This allows us to create a custom solution design to bring you peace of mind and financial security when you need it. For more information on the financial services we offer please see our financial services website.

Contact Us for an Free Initial Consultation

Send us an e-mail or call us today at 408-871-5900 and ask for Paula Thielen to discuss your financial needs with an experienced San Jose CPA.