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.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
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
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
For some, the social impact of investing is just as important as the return, perhaps more important.
It may help your business be better prepared in the event of the death of a principal or key employee.
Regardless of how you approach retirement, there are some things about it that might surprise you.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to compare the future value of investments with different tax consequences.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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.
When should you take your Social Security benefit?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.