KDK Accountancy, Orlando CPA and Tax Accountant specialists, have helped many small business owners and families create a plan for their future by evaluating their current situation and providing solutions that include protecting their assets and assisting with financial planning. As an Orlando CPA  and Orlando Accountant with a Personal Financial Specialist (PFS) and Investment Representative, we will help you develop a strategy that will lead you on the road to success. Our services are customized for you and our convenient accessibility along with our attention to detail will provide solutions for your needs no matter how complicated they may seem.


We can assist in many areas including investments, insurance, retirement planning, estate transfer, college funding, or business succession, KDK Accountancy can help you reach your goals. Some of our services include:

• Setting up of profit sharing and 401(k) plan documents
• Evaluations of qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
• Portfolio and asset allocation analysis
• Wealth management
• Mutual funds and annuities
• 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 407-677-1040 and ask for Bernie Kiesel, CPA, ChFC Orlando Accountant and Chartered Financial Consultant for a free consultation.


Securities offered through and supervised by Wilbanks Securities Inc Member FINRA (www.finra.org) & SIPC (www.sipc.org).
Wilbanks Securities 4334 NW Expressway, Suite 222, Oklahoma City, OK 73116 1-888-842-0202.