• Call Now For A Free Consultation


    407-677-1040

  • E-Mail


    bk@orlandocpa.net

Financial Planning

Orlando Financial Planning

Bernard Kiesel,  Orlando CPA and Orlando 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.  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 areas including insurance, retirement planning, estate transfer, college funding, or business succession. Our Orlando Financial Planning can help you reach define and each your goals.  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

For more information on Orlando Financial Planning Services offered by KDK Financial Corporation, please click here

Contact KDK Accountancy an Orlando CPA firm today at 407-677-1040 and ask for Bernie Kiesel, CPA, CFP Orlando Accountant and Certified Financial Planner for a free consultation.