Independent Advice
For nearly two decades, King Wealth Planning has remained committed to it's philosophy of independent, unbiased financial planning advice. We have a commitment to provide comprehensive and coordinated retirement and estate planning services not just investment advice.
Values
As wealth managers, we deal with the most personal and critical aspects of people’s lives. As a consequence, trust must be at the heart of the personal financial planning relationship; trust that the planner will act first and foremost in your best interest. Therefore, we hold the following values preeminently important to building a strong sense of trust:
Ethics * Excellence * Dependability *Integrity * Service
Team Approach
We are proud of our clients, our allied professionals, our community and our staff. We are committed to our profession and to our community. In addition to our professional commitments we are active in community affairs including adult education, next generation advisor development, support for our seniors, and community action on financial topics.
Enduring Client Relationships
We are humbled by the fact that many of our clients have been with us since our founding in 1988 and continue to receive the benefits of a long term relationship built on high professional standards and trust. Our modest size allows us to deliver a degree of service, flexibility, and close attention to detail seldom found in larger institutions. In short, we know our clients. Many new relationships with King Wealth Planning have begun because our clients have been frustrated by the lack of personal knowledge and attention provided by their previous advisors.
Are We A Good Match?
Our experience indicates you are a good match if you:
- Believe investing is part of financial planning, not an end in itself.
- Prefer a balanced portfolio construction approach based on academic and historical research and constructed to your individual goals and objectives.
- Understand financial planning and investment management are lifelong endeavors, not one-time engagements.
- Want to team with us to coordinate your financial affairs based on your personal values.
- Prefer a personable, independent firm that values you as an important client.
Contact us today to see if we might be the wealth management firm for you.
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