Wealth Management

Advanced Planning Services ...

Our personal financial management specialists, accredited by the AICPA, assist you in meeting your financial goals.
We have the background and experience to provide financial advice that is both independent and practical, as well
as experience working with business owners and their families.  

Comprehensive Family Financial Planning

While the goals of financial planning are virtually limitless, we find the following five to be the most common:

  • Ease concerns or worries about ever running out of money - now or during retirement.
  • The need or desire to intervene in the financial lives of your children, during your lifetime or in the form of legacies.
  • The ability to fund, in whole or large part, the education of your grandchildren.
  • The capability to provide quality care to your parents in their later years.
  • The ability to make a meaningful gift to a much-loved school, church, charity or other institution.

Comprehensive family financial planning seeks to address these five goals.  While there are many good financial planners in your community, few can also address all of the current income tax and longer term estate and gift tax considerations to the extent we can.  When you choose to work with us you receive this expertise and the convenience of having all of your financial and tax matters handled by one firm.

Estate Planning

The primary goals of an estate plan are to direct how your estate will be distributed and plan for tax implications.  At Pile CPAs, we guide and educate you to ensure that your intentions become reality.  Our strategies include:

  • Family Partnerships and
    Limited Liability Companies
  • Annual Gifting Programs
  • Charitable Giving
  • Life Insurance Trusts
  • Credit Shelter Trusts
  • Marital Trusts
  • Business Succession Planning
  • Buy/Sell Planning
  • Principal Residence Trusts

 

Wealth Management

Pile Wealth Management financial planning and investment strategies, combined with Pile CPAs tax and accounting services, provides you with a comprehensive, single-source approach to meeting your financial goals.  We help you and your family members develop the knowledge you need to understand important financial issues, and establish a comprehensive family financial plan.  Our services include:

  • Tax Strategies
  • College Funding
  • Retirement Planning
  • Investment Analysis
  • Risk Management
  • Valuation
  • Insurance Analysis
  • Comprehensive Family Financial Planning
  • Succession Planning
  • Estate, Trust and Charitable Giving Strategies and Planning
  • Determination of Optimum Ownership of Assets

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