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:
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...