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Getting Started with a Financial Advisor

Brian King is here to help plan your financial future ...


APPOINTMENT REQUEST:



How to Get Started?

  • 1. Let's Chat. We will discuss your financial goals, needs and concerns. We'll chat as often as needed so we understand each other.
  • 2. Fact Finding. With your help, King Financial Corporation can understand where you’ve been and where you are, so that we can help you get to where you want to be.
  • 3. Lay Out The Plan. With the information provided by you, King Financial Corporation will analyze, diagnose and prepare an evaluation and plan. We'll discuss and adjust as needed.
  • 4. Implementation. An easy-to-read, organized plan is developed and executed specifically to your goals and long term plans and aspirations.
  • 5. Monitor and Adjust. Most importantly, we continually watch for changes in the economy and respond with mutually agreed upon solutions to advance your strategies forward.