Orlando Planner

Bernard Kiesel, Orlando CPA and CFP has helped many small business owners, families and individuals create plans for their future by evaluating their current situation and providing solutions.  Bernard Kiesel is an Orlando Planner with the designations of CFP , PFS (Personal Financial Specialist, a designation bestowed by The American Institute of Certified Public Accountants), ChFC and CLU (Chartered Life Underwriter). Bernie will help you develop a strategy that will lead you down the road to success. Our Orlando  Planning services are customized to you and our convenient accessibility along with our attention to detail will provide solutions regardless of your situation’s level of complication.  Our Planning in Orlando can help you define and reach your goals.

Our Services Include:

  • Health benefit plans
  • Estate planning
  • Trust planning
  • Business exit strategies
  • Employee retention plans
  • Succession planning
  • Buy/sell agreements

Contact KDK Accountancy an Orlando CPA firm today at (407) 759-5363 and ask for Bernie Kiesel, CPA, CFP Orlando Accountant and  Planner for a free consultation. Learn more about our retirement plan service to help build your nest egg for the future.

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