B&C Planning Services

All Financial Planners are not created Equal

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
• Comprehensive Knowledge of Financial Planning

Studies report that people trust their CPAs more that a traditional financial services advisor, and why not? The CPA has earned a clients trust built on a relationship, providing fair and objective direction, with the goal of meeting your needs.

You won't be dealing with the average financial planner who is selling products that are currently in vogue...but one who has a comprehensive understanding of the current economic climate, investing, risk, income tax law, estate planning, education planning, and retirement planning.

After careful analysis of your position, goals, and tax consequences; a B&C Financial Planner will always recommend strategy and financial products that are best for your situation, not on what is easiest to sell you.

We help you...

• Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.

• Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.

• Protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.

• Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.

• Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.