At KDK Financial Corporation, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Bernard Kiesel, CFP, CPA, PFS
Certified Financial Planner
Having acquired the designations of CFP (Certified Financial Planner), CPA and PFS (Personal Financial Specialist), Bernie can use the specific and overall concepts that apply to any situation or individual to provide informed and...