Budgeting

Debt & Credit

Career Planning

Employee Benefits

Investments

Cryptocurrency

Retirement

Estate Planning

Insurance

Tax Strategies

Home Purchase

College Savings

Long-term Care

Social Security

Small Business

Real Estate

Early Career Planning

Mid-Career Planning

Pre-Retirement Planning

Retirement Life Planning

Cross-Border Planning

Equity Compensation

Student Loans

Monthly Subscription

One Time Fee

Hourly

Veterans/Military Personnel

Government Employees

Teachers

Young Professionals

Women

40s/50s/60s- Families that have discretionary income and want help prioritizing their short, mid and long term goals. I prefer working with middle income families that are currently or have served others such as the military, first responders and teachers. I also have an abundance of patience and can help those with lower financial literacy understand terms in common language or may need assistance with implementation of advice.

Advice-Only Financial Advisors in Satellite Beach, Florida

Desiree Kaul, CFP®, ChFC®, EA

Desiree Kaul, CFP®, ChFC®, EA