KING RETIREMENT SOLUTIONS, LLC: Your Trusted Financial Advisor
King Retirement Solutions, LLC is a full-service financial advisory firm helping clients achieve their retirement goals since 2005. With a team of experienced and knowledgeable advisors, King Retirement Solutions, LLC is committed to providing clients with expert financial advice and personalized solutions tailored to their specific needs.
How does the advisor help clients – Key Takeaways:
King Retirement Solutions, LLC understands that planning for retirement can be a daunting task. As such, the firm offers a wide range of services to help clients navigate through the complexities of retirement planning, including:
- Retirement income planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
Through these services, King Retirement Solutions, LLC aims to help clients achieve a comfortable and secure retirement, free from financial worries.
Facts and Insights
One of the key strengths of King Retirement Solutions, LLC is its team of highly qualified advisors. The firm has a total of 15 advisors, each with an average of 10 years of experience in the financial industry. This deep expertise allows the firm to provide clients with sophisticated financial solutions and unparalleled customer service.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 15 years |
Financial Services Offered
King Retirement Solutions, LLC offers a comprehensive range of financial services, including:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Social Security planning
Client Types
King Retirement Solutions, LLC serves a diverse range of clients, including:
- Pre-retirees
- Retirees
- High-net-worth individuals
- Business owners
- Executives
Fees & Compensation
King Retirement Solutions, LLC operates on a fee-based compensation model. This means that the firm charges a percentage of the assets under management as its fee. This structure ensures that the firm’s interests are aligned with those of its clients, as the firm’s compensation is directly linked to the performance of clients’ portfolios.
Background
King Retirement Solutions, LLC was founded in 2005 by John King, an accomplished financial advisor with over 20 years of experience in the industry. Under his leadership, the firm has grown into one of the most trusted and respected financial advisory firms in the country. The firm’s commitment to putting clients’ needs first has earned it a reputation for excellence and integrity.
Financial Advisor Disclosures to Know
King Retirement Solutions, LLC understands the importance of transparency in the financial industry. As such, the firm is fully licensed and registered with the Securities and Exchange Commission (SEC). Additionally, all of the firm’s advisors adhere to the fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times.
King Retirement Solutions, LLC is dedicated to providing exceptional service and personalized solutions to help clients achieve their retirement goals. With a team of highly qualified advisors, a comprehensive range of financial services, and a commitment to transparency and client satisfaction, King Retirement Solutions, LLC is a trusted partner for all your retirement planning needs.