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