Orlando Financial Planning & Retirement Planning

Bernard Kiesel, Orlando CPA and Certified Financial Planner has helped many small business owners, families and individuals create plans for their future by evaluating their current situation and providing solutions. Solutions that include protecting assets and all manner of financial planning and retirement planning. Bernard Kiesel is an Orlando Financial Planner with the designations of CFP (Certified Financial Planner), PFS (Personal Financial Specialist, a designation bestowed by The American Institute of Certified Public Accountants), ChFC (Chartered Financial Consultant) and CLU (Chartered Life Underwriter). Bernie will help you develop a strategy that will lead you down the road to success. Our Orlando Financial 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. We can assist in various area including insurance, retirement planning, estate transfer, college funding, or business succession. Our Financial Planning in Orlando can help you reach define and each your goals.

Our Services Include:

  • Setting up of profit sharing and 401(k) plan documents
  • Employee benefit plans
  • Health benefit plans
  • Estate planning
  • Trust planning
  • Business exit strategies
  • Executive compensation plans
  • 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 Certified Financial Planner for a free consultation. Learn more about our retirement plan service to help build your nest egg for the future.