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Services

  • Asset Management

    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...

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  • Financial Planning

    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...

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  • Life Insurance

    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...

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  • Retirement Planning

    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...

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  • Employee Benefits

    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...

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  • Estate Planning

    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...

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We work through all aspects of your financial planning goals, incorporating new strategies, mitigating risk and maximizing returns.


Why Contact King Financial Corporation?

Brian King

Supporting Success

We've helped to provide security since 1998.
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.

King Financial Office

Independently Run

Visit us at 51 Means Avenue in Concord, NC.
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.

Kestra Investment Services

Kestra Advisory Services

We're independent, but we're not alone.
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.