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OUR SERVICES

Comprehensive Financial Planning

Investments | Retirement Planning | Tax & Estate Planning | Social Security Planning

Specializing in helping people prepare and transition from their careers/jobs into retirement. We help navigate tax planning issues, set up income from IRAs and investment portfolios, investment planning and properly plan your estate.  We also help you find the best Social Security strategy to maximize lifetime benefits. 

fee-only fiduciary advice. no commissions. no kidding.

Affordable Fiduciary Advice - Investment Models

Our Advisory Fee is designed with a tiered structure based on your portfolio’s size. You never pay a commission. Period.

 

Our investment models strive to help investors achieve their long-term financial goals by adapting to changing market conditions. They can be customized for a spectrum of risk objectives, including conservative, moderate, and aggressive. We also have models focused on tax efficiency. 

Financial Planning with John Piershale, CFP®

John has over 20 years experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™ professional. John is a member of the National Association of Personal Financial Advisors (NAPFA).   Working with a NAPFA-affiliated Financial Advisor means putting you first. NAPFA-Registered Financial Advisors are fiduciaries at all times. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, ethical personal financial advisors.  

 

John has been interviewed by the WallStreet Journal, CNBC, USA Today and other media companies.  

 

John is also a Platinum Corporate sponsor for Books Across America.  He graduated from Illinois State University, receiving his degree in Economics and Business.

From Home Page:

Charles Schwab & Co., Inc.

You will be directed to a separate site to access your Schwab Alliance.

 

 

About John Piershale, CFP® Professional - fiduciary advice

CFP® Standard: John Piershale holds the recognized CFP® standard of excellence and has no ethical or public disclosures of any kind. He is a member of The National Association of Personal Financial Advisors (NAPFA), meeting their high standards for strict fee-only compensation and ethics. As a fiduciary, he is legally sworn and obligated to always place the interest of the client first, and is focused on the client, not selling unecessary products. 

FINDING Direction

John Piershale Wealth Management LLC provides comprehensive financial planning, including investment, retirement, tax and estate planning. We help you organize, grow and protect your assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, we are not paid a commission of any kind, and have a legal obligation to provide unbiased and trustworthy financial advice. We use a simple ZERO COMMISSION flat-fee structure. 

 

Some challenges we help people with: 

 

 

  • I'm retiring and don't know whether to take the lump sum or pension option! 

  • How to tax-efficiently draw income from IRAs and investment accounts.

  • What tax thresholds should I be aware of? 

  • Investment strategies other than "ride it out" or frequent trading.

  • About Market Signals

  • Would like tax efficient investment strategies.

  • Claiming your optimal Social Security benefit. 

  • Can Roth IRA conversion strategies help me?

 

What you don't know can hurt you! For financial clarity, please call or email us for a complimentary meeting.  

Decades of Experience

Financial Planning with John Piershale, CFP®

John has over 20 years experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™ professional. John is a member of the National Association of Personal Financial Advisors (NAPFA).   Working with a NAPFA-affiliated Financial Advisor means putting you first. NAPFA-Registered Financial Advisors are fiduciaries at all times. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, ethical personal financial advisors.  

 

John has been interviewed by the WallStreet Journal, CNBC, USA Today and other media companies.  

 

John is also a Platinum Corporate sponsor for Books Across America.  He graduated from Illinois State University, receiving his degree in Economics and Business.

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