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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Here are 4 great, and sometimes unexpected, places to raise a family.
Tips on insuring your teen driver.
What’s the deal with your yearly free credit report?
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
What is your plan for health care during retirement?
Here’s a quick guide to checking to see if you have unclaimed money.
Pundits say a lot of things about the markets. Let's see if you can keep up.