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Portfolio Category: Our Approach

About Brian King

King Financial Corporation was founded in 1998 by CERTIFIED FINANCIAL PLANNER™ practitioner Brian King. Brian is the owner of King Financial Corporation and did prior work at Wachovia Bank in Retail Bank Management. As an independent advisor, Brian King has the freedom to use the services that work best for clients on a case-by-case basis,…
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Anna Lu Wilson

Anna Lu Wilson is an Advisor Associate with King Financial Corporation. Anna Lu has spent her career working with small and medium sized businesses as an economic development professional in the Charlotte metro area and more recently at Cabarrus Economic Development Corporation. She has worked with businesses on retention and expansion efforts as well as…
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Tax Management Strategy

Not taking taxes into consideration can hurt your chances of meeting your objectives. It’s not just the money you earn that counts – it’s what you keep. If left unchecked, taxes can reduce an investor’s after-tax return significantly. Tax Management – Keeping more! King Financial Corporation's investment process includes techniques designed to help you keep…
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Asset Allocation

Contrary to what many individual investors believe, market timing and stock selection are not the keys to reaching investment goals. In fact, the most important step in the investment process is deciding how to allocate assets among broad asset classes such as stocks, bonds and cash alternatives. Getting the asset mix right is essential. Research…
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