Asset Management is usually offered to high net-worth individuals, sovereign wealth funds, pensions and corporations. However, King Financial Corporation’s Asset Management services manage both large and small portfolios for clients. We focus on transparency in Asset...read more
Creating a financial plan helps individuals see a bigger picture and set long and short-term financial goals. With a solid financial plan designed by King Financial Corporation in Concord, NC, it’s easier to make sound financial...read more
Individual life insurance and disability insurance is important when planning for a secure future. If you need to negotiate your current or previous life insurance or disability insurance policy, please schedule a meeting with Brian King and...read more
Simply put, a retirement plan is designed to replace an individual’s income after retiring. These plans may be set up by employers, insurance companies, trade unions, state and federal government, or other institutions. There are many...read more
King Financial Corporation understands Employee and Executive benefits. Business owners should work with an expert who understands the many requirements, tax savings and options when choosing how to cover employee benefits. By law, an employer must...read more
Planning your estate by setting up a trust places conditions on how and when your assets are distributed after you die. Properly planning your estate can reduce estate and gift taxes. The trust can allow you...read more
We work through all aspects of your financial planning goals, incorporating new strategies, mitigating risk and maximizing returns.
Why Contact King Financial Corporation?
- A Friendly Office to Meet in Person
- Adjusting to Changing Economic Climates
- Risk Management Strategies for Investing
- Portfolio Construction
- Investment Planner and Investment Planning
- Maximizing ROI
- Asset Allocation
- Tax Management Strategy
- Unbiased Insurance Consultation
Your financial future is impacted by decisions you make today. With whom you choose to help plan that future may be the most important decision of all. You know you need an advisor who has experience, and you know you need someone you can trust. But you also need to know who your advisor is working for and with. As an independent advisor, and a Board Certified Financial PlanningTM Practitioner, I am accountable to you.
Independence gives our firm an asset that many advisors at other companies – no matter how large – don’t have: the freedom to choose. Our firm has the ability to choose how to serve you, which investment products to use, and what business relationships to work with. We are able to choose from a wide array of products and solutions that make sense for you.
We’re independent, but we’re not alone.” icon=”no” text=”Kestra Financial is comprised of two affiliates, Kestra Advisory Services, a Registered Investment Advisor, and Kestra Investment Services, a Broker Dealer. As an independent advisor with the strength of Kestra Investment Services behind us, we are able to help clients gain access to top providers and products at competitive pricing difficult for other advisors to obtain, especially if they are on their own. Kestra Investment Services offers a top 10 independent broker/dealer by total revenue, as ranked by Investment Advisor magazine.