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Devin King
(925) 872-7706
18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

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

Your Emergency Fund: How Much Is Enough?

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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

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Estimate your monthly and annual income from various IRA types.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Retirement Plan Distributions

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

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

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Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

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

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

From Boats to Brokers

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It May Be Time for a Financial Checkup

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