Desiree Kaul

ChFC® i

Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

ChSNC® i

Chartered Special Needs Consultant® :

Applies deep, specialized skills and expertise in financial planning for special needs individuals, their families, and caregivers.

Professional Profile

About me (self-reported)

I offer tax preparation, tax planning and financial planning services.
As an hourly, advice-only planner, I provide impartial guidance, create financial plans, and offer support to DIY investors without managing any investment assetsmeaning there's no minimum asset requirement to work with me.
I work completely virtual, and can work with anyone in the United States. I specialize working with Military and Government employees and families that have members with special needs.

Office Location 870 N Miramar Ave
#428
Indialantic, FL 32903

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My Expertise Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management, Special Needs Planning Designations Held

ChFC® i

Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

ChSNC® i

Chartered Special Needs Consultant® :

Applies deep, specialized skills and expertise in financial planning for special needs individuals, their families, and caregivers.

Minimum Assets Less than $50,000 Minimum Income $50K - $99,999 Languages Spoken (self-reported) English

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