How does the advisor help clients – Key Takeaways:
KING FINANCIAL PLANNING & MANAGEMENT, LLC is a leading financial planning and management firm that prides itself on providing quality services to its clients. As a financial expert, they offer a wide range of services to help clients achieve their financial goals and secure their financial future.
- Comprehensive financial planning services
- Investment management strategies
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning and solutions
- Education planning
Their dedication to providing personalized and holistic financial solutions to each and every client has earned them a stellar reputation within the industry.
Facts and Insights
KING FINANCIAL PLANNING & MANAGEMENT, LLC has been in operation for over 20 years, providing financial planning and management services to clients across various industries and income levels. With a proven track record of success, they have managed to build a loyal client base and establish strong relationships with their clients.
The firm currently has over $500 million in assets under management and boasts a team of highly qualified and experienced financial advisors. Their advisors have diverse backgrounds and expertise in various areas of finance, enabling them to cater to the unique needs and goals of each client.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 20+ |
| Time in Business: | Over 20 years |
Financial Services Offered
KING FINANCIAL PLANNING & MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their unique financial goals and objectives. Their services include:
- Comprehensive financial planning
- Investment management strategies
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning and solutions
- Education planning
Client Types
KING FINANCIAL PLANNING & MANAGEMENT, LLC caters to a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
Fees & Compensation
KING FINANCIAL PLANNING & MANAGEMENT, LLC operates on a fee-only structure, meaning they do not receive any commissions or compensation from selling financial products to clients. This ensures that their advisors are solely focused on the best interests of their clients and their financial success. They are transparent about their fees and provide clients with a clear breakdown of any costs involved before any services are rendered.
Background
KING FINANCIAL PLANNING & MANAGEMENT, LLC was founded by John King, a highly experienced and knowledgeable financial advisor with over 30 years of experience in the industry. John has assembled a team of like-minded professionals who share his vision and commitment to providing top-notch financial planning and management services to clients.
Financial Advisor Disclosures to Know
As a reputable financial planning and management firm, KING FINANCIAL PLANNING & MANAGEMENT, LLC takes pride in maintaining transparency and compliance with all industry regulations. As such, they have no disclosures reported on their record, a testament to their ethical and professional standards.