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.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Keys to preparing to grow wealthy together.
For some, the social impact of investing is just as important as the return, perhaps more important.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Five overlooked tax deductions to help manage your tax bill.
It's important to understand the pros and cons when considering a prepaid debit card.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Pundits say a lot of things about the markets. Let's see if you can keep up.
All about how missing the best market days (or the worst!) might affect your portfolio.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.