John Piershale Wealth Management
John Piershale Wealth Management
Retiring from your job and unsure whether to take a lump sum or a pension? Need ideas for your investment portfolio (besides ride it out)? Who will get your money when you die? What tax thresholds should you be aware of? What's your best strategy for Social Security benefits? What you don't know can hurt you! If you are looking for financial clarity, then contact us for a complimentary meeting. - John Piershale, CFP®
Fee-Only financial planner located in Crystal Lake, IL, serving clients locally and across the country
John Piershale is a Crystal Lake, IL fee-only financial planner. John Piershale Wealth Management provides comprehensive financial planning including investment planning, retirement planning, tax & estate planning, to help individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, John Piershale is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
John PIershale has over 20 years of 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. They are financial advisors who are highly competent and have met more than a de minimis certification standard, offer holistic service, and operate on an objective Fee-Only basis. That means they do not sell financial products on commission. Their only purpose is to look out for their clients’ overall financial well-being.
John has been interviewed by the Wall Street 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. John has been married to his wife Carol for 27 years and they have 5 children. John enjoys spending time with his family, recumbent cycling on his Easy Racer, and tinkering with Linux (kind of a geek that way).
John Piershale is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
John Piershale Wealth Management owned by John Piershale, a Certified Financial Planner™ Professional, with over 20 years of experience providing financial advice to investors and families. He specializes in helping people prepare and transition from their careers/jobs into retirement. He helps navigate tax planning issues, set up income from IRAs and investment portfolios, investment planning and properly plan your estate.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
John Piershale is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
John Piershale is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
John Piershale is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
John Piershale is Quoted in the Wall Street Journal: "Advisers’ Resolutions Include Adding Talent, Robo Services"
John Piershale is Quoted on CNBC: "How well do you know your Social Security retirement benefits? Take this quiz"
John Piershale is Quoted in The Muse: "4 Ways You Can Save Money This Year With the Click of a Button (OK, a Few Buttons)"
John Piershale is Quoted on News 19: 'Tax Day is Tuesday: How to File for an Extension"
John Piershale is Quoted on Greenway Mortgage: "5 Signs You're Ready to Lose the Lease"
John Piershale is Quoted on Cambridge Savings Bank: "FOUR TAX EFFICIENT STRATEGIES FOR EVERYDAY INVESTORS"
John Piershale is Quoted on CNBC Investors Toolkit: "This is when it makes sense to claim Social Security early"
John Piershale Discusses the Impact of Trade Concerns on the Market with TD Ameritrade
John Piershale is Quoted on WTOP News: "10 Years to Retirement? Invest in a Roth IRA Now."
John Piershale is Quoted in MarketWatch: "5 ways to get richer this year"
John Piershale is Quoted on GoBankingRates.com: "How to Retire Without a Mortgage"
John Piershale is Quoted in ThinkAdvisor: "Making the Most of Married Clients’ Assets and Income Streams"
John Piershale is Quoted on Yahoo Finance: "5 ways to cut your Social Security tax bill"
Contact John Piershale
65 South Virginia Street
Crystal Lake, IL 60014