Broker Check

555 Winderley Place
Suite 114
Maitland, FL 32751

KDK Financial Corporation

(407) 677-1040

 
Retiring in a Post-Pandemic World Dreaming Up an Active Retirement Encore Careers: Push Your Boundaries Stay Safe with a B.O.P. At Your Back

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

We belive in a planning process that uses unbiased techniques to discover what your needs and goals are, and then developing a personalized solution that is specific to those goals.  The tools we use to pursue this process are cutting edge and not encumbered with decisions influenced by institutional dictates or personal opinions.

KDK is a firm that is guided by the fact that every person and client is different and thereby needs a plan developed specifically for them. 

Bernard Kiesel, CFP ®, CPA, PFS,is a personal financial professional that has studied all areas of planning in order to provide informed and compliant solutions for the multitude of personal and business situations represented by Central Florida's citizens.

Call 407-677-1040 or 800-901-1117 for a complimentary planning needs analysis.

Helpful Content

Mortgages in Retirement

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Lesser Known Provisions of the SECURE Act

Lesser Known Provisions of the SECURE Act

Learn about clauses in the SECURE Act that affect 401Ks, students, and families.

 

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

View all articles arrow

Doubling Your Money

This calculator demonstrates the power of compound interest.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

View all videos arrow