Financial Planning Services

To help small business owners and families plan for the future and protect their assets, many of our clients come to us when they need financial planning services. As an Orlando CPA firm with a Personal Financial Specialist (PFS) and Investment Representative, we offer the opportunity to help you develop a strategy as unique as you are. Our services are customized to meet your individual needs and provide you with the convenience of working with an Orlando CPA firm that truly cares about your needs.

Whether it's investments, insurance, retirement planning, estate transfer, college funding, or business succession, our Orlando CPA firm can help you reach your goals. 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
• Key employee retention plans
• Succession planning
• Buy/sell agreements

Call us today at 407-841-5000 and ask for Bernie Kiesel, CPA to schedule a mutually convenient appointment.

Securities offered through and supervised by Wilbanks Securities Inc Member FINRRA & SIPC 4334 NW Expressway, Suite 222, Oklahoma City, OK 73116 1-888-842-0202.