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.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The item most homeowners forget on their home improvement project checklist is insurance.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Healthy habits are one of the greatest gifts to give your child.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There’s an alarming difference between perception and reality for current and future retirees.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
With alternative investments, it’s critical to sort through the complexity.
Taking your Social Security benefits at the right time may help maximize your benefit.
When should you take your Social Security benefit?
Would you guess that Millennials are effectively saving for retirement? Well, they are.