B&C Planning Services
At B&C Planning Services, led by Bill Kriesel, Partner-in-Charge: Financial Planning; your AICPA Personal Financial Specialists (PFS) credentials are granted exclusively to CPAs who have the powerful combination of Extensive Tax Expertise and a Comprehensive Knowledge of Financial Planning
Estate Planning
Estate planning on your own can be complicated and costly. Not knowing your legal and financial rights often ends up costing you more in the end.
Elder Care
As your cherished family member gets older, they may need some help with their day-to-day financial tasks. With our elder care services, you get the help of a caring, honest and knowledgeable professional.
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