Let's Make Your Money Work Smarter
Whether you're just getting started or rethinking your retirement, I'm here to help you make informed decisions and feel good about your financial direction.
What I do
Financial Guidance That Meets You Where You Are
No matter where you are on your financial journey, I work with you to build a plan that makes sense for your life — not someone else's. Think of me as a sounding board, a strategist, and an advocate all in one.
WELCOME
Your Goals, Your Plan, Your Terms
At Sedita Kilton, we don’t just manage your tax and financial needs. We become part of your financial blueprint for generations to come.
My Solutions
Comprehensive Financial Planning
Life doesn't come in neat categories, but having the right support in the right areas can make a real difference. Here's how I can help.
Investment Planning
- Tax-integrated investment planning
- Diversified investment portfolios
Asset Protection
- Coordination with attorneys
Retirement Planning
- Strategies to help pursue retirement goals
- Social Security and Medicare analysis
- Cash flow and tax planning in retirement
- The Florida Retirement System and Deferred Retirement Option Program Rollovers
Business Succession Planning
- Assistance with buy/sell agreements
- Assistance with exit strategies
- Tax planning regarding mergers and acquisitions
Estate Planning
- Assistance with transfer of assets to avoid probate
- Estate and gift tax planning
Insurance Solutions
- Providing evaluation and alternatives for life insurance needs
- Referrals and assistance with other insurance needs
Education Planning
- 529 planning
- Tax planning for education tax credits
Debt Management
- Evaluation of debt solutions
- Assistance with cash flow management
Real Estate Sales & Marketing
- Real estate agent
- Assistance with finding qualified agents in other locations
Tax & Accounting Services
Proactive Tax Planning
- Analysis and planning for 2017 Tax Cuts and Jobs Act (aka Tax Reform)
- Ongoing evaluation of tax saving opportunities
- Tax projections for federal withholding and estimated tax payments
Corporate Tax Compliance
- Filing corporate tax returns
- Review prior year returns for potential tax saving opportunities
Write-Up & Bookkeeping Services
- QuickBooks Pro Advisors – assistance and training for QuickBooks
- Bookkeeping data entry
- Review of accounting records for accuracy and adjustments
Audits, Reviews, and Compilations
- Provide financial statements with accountant’s report to satisfy banks, bonding companies, and regulatory agencies
Payroll Services
- Filing of quarterly and year-end payroll returns
Individual Tax Compliance
- Filing of quarterly and year-end payroll returns
About My Firm
Real Conversations. Real Strategies. Real Results.
I started this practice because I believe financial planning should feel approachable — not intimidating. Over the years, I've had the privilege of working with people from all kinds of backgrounds, and the common thread is always the same: they want someone who will be straight with them. That's exactly what I do. I take the time to understand your world, explain things in plain language, and build strategies that actually fit the life you're living. No jargon, no pressure — just honest guidance from someone who's genuinely in your corner.
The Process
Simple, Straightforward, and Built Around You
I don't believe in overcomplicating things. My process is designed to be clear from day one so you always know what to expect.
1. Evaluate
Start With a Conversation
We'll sit down, get to know each other, and dig into your financial life — your goals, your concerns, and everything in between.
2. Formulate
Map Out Your Strategy
I'll put together a personalized financial strategy based on everything we've discussed — one that actually fits your life.
3. Fulfill
Stay the Course Together
Your plan isn't a one-and-done document — I'll be right there with you to adjust, refine, and keep things moving in the right direction.
My Resources
Good Reads, Smart Thinking
I like sharing ideas that help my clients think differently about money and life. Browse the latest articles, guides, and insights below.
The Three Keys to a Great Password
What Can a Million Dollars Buy You?
Get Started
Let's See If We're a Good Fit
No pressure, no obligations — just a real conversation about where you are and where you'd like to go. I'd love to hear your story.