SERVICES
Financial & Estate Planning
At B&C Planning Services, our AICPA Personal Financial Specialists’ credentials are granted exclusively to CPAs who have the powerful combination of Extensive Tax Expertise, and Comprehensive Knowledge of Financial & Estate Planning.
SERVICES
Financial & Estate Planning
At B&C Planning Services, our AICPA Personal Financial Specialists’ credentials are granted exclusively to CPAs who have the powerful combination of Extensive Tax Expertise, and Comprehensive Knowledge of Financial & Estate Planning.
Financial Planning
We have 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.
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. We can help you save your family time, heartache and money. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. Our team is waiting to assist you through every step of the process.
Comprehensive Financial Services
Helping you solve your financial concerns is what we do best at Bowers & Company CPAs. We will work with you on every aspect of your financial wellness. We have leading experts in a range of financial services to make sure that you are always in great hands.
- Retirement Planning
- Long-term Care
- Investments
- Legacy
- Tax Expertise
Securities offered through Cadaret Grant & Co., Inc., Member FINRA/SIPC. Investment advisory services offered through ETFidea, LLC, a Registered Investment Adviser. Fee-based financial planning offered through B&C Planning, a Registered Investment Adviser. Cadaret Grant, ETFidea, B&C Planning, and Diversified Capital Management are separate entities
Comprehensive Financial Services
Helping you solve your financial concerns is what we do best at Bowers & Company CPAs. We will work with you on every aspect of your financial wellness. We have leading experts in a range of financial services to make sure that you are always in great hands.
RETIREMENT PLANNING
Crafting a plan for retirement requires a deep dive into your goals, current financial situation, and risk tolerance. We go over all of the what-ifs on our way to a solid plan you can use to retire your way.
LONG-TERM CARE
We help you set up systems to protect family in case of you become unable to work or need long-term care. Our experts can even walk you through how to set up your accounts in the event you are not able to manage them yourself.
INVESTMENTS
Achieve your investment goals by identifying the steps needed to maximize measure your risk tolerance and provide sound advice on building a portfolio to achieve your goals. B&C Planning Services does not provide specific investment advice. If you are interested in full service investment planning, you can work with Bill through www.diversifiedcapitalmanagement.com .
LEGACY
Work with our financial professionals to leave a legacy for your heirs. We maximize value and minimize costs to ensure that your estate will be easily transferred and will leave a lasting impact on your chosen beneficiaries.
TAX EXPERTISE
Our Certified Public Accountants work closely with our wealth professionals to create a powerful combination of financial support for our clients. Why go through the hassle of moving paperwork between several financial institutions when you can get it all accomplished at Bowers.
Securities offered through Cadaret Grant & Co., Inc., Member FINRA/SIPC. Investment advisory services offered through ETFidea, LLC, a Registered Investment Adviser. Fee-based financial planning offered through B&C Planning, a Registered Investment Adviser. Cadaret Grant, ETFidea, B&C Planning, and Diversified Capital Management are separate entities. Check the background of this investment professional on FINRA’s BrokerCheck.
The registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Bill Kriesel, CPA/PFS, CFP, AEP
Bill Kriesel is a Certified Public Accountant with over 30 years of tax and accounting experience. Recognizing the lack of a comprehensive approach to personal financial planning services, Bill built on his CPA experience to become a Certified Financial Planner™, Accredited Estate Planner, Registered Principal, Life Accident & Health Agent, and Personal Financial Specialist.
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