Broker Check
Devin King
(925) 872-7706
RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

Welcome to King Financial

My name is Devin King and I want to welcome you to King Financial.  Many Financial Advisors love to talk about "investment returns" and how they can beat the market.  Investment returns are important but, I believe, just as important is taking into consideration how the investment will be taxed.  Investment returns coupled with tax reductions may result in a higher overall rate of return on your money.  The higher your tax bracket, the more my approach of using tax preferred investments may benefit you. 

My philosophy is simple.  At King Financial I use innovative and tax efficient investment strategies to put my clients in the best potential position to build wealth, while lowering their taxes, enabling them to keep more of what they have earned!

Call or email me today to set up your complimentary evaluation and learn about all the possible tax favored strategies that can potentially benefit you, your family, and your business.

Helpful Content

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Tax Reform: Before and After

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

 

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

View all articles arrow

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

View all videos arrow