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 free planning needs analysis.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Making the most of surprises is a great reason to work with us.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There are three things to consider before dipping into retirement savings to pay for college.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.