Thank you For your Review

At King Wealth Planning, Inc., our primary focus is to deliver top-notch financial services and assistance to our valued clients. We take great pride in our track record of helping numerous individuals and families achieve their financial goals and retirement objectives. Our dedicated team is committed to providing the best possible support and guidance to ensure our clients’ financial well-being in both the present and the future.

 

We are always looking for more clients like you. Your testimonial holds immense value to us as it enables us to showcase our services to others who may also benefit from them. We appreciate any feedback you can provide, and would like to collaborate with you in crafting a testimonial that accurately represents your experience with our services. Your input will not only help us improve but also assist others in making informed decisions about their financial planning.

 

Regarding reviews, we ask that you:

– Please provide an honest review of your overall opinion regarding the service we have provided to you –

– Your review encompasses your overall experience with our team and the services we provide. –

– Avoid using overly promising or detailed language discussing your accounts and performance –

– Please allow us to submit any final reviews to our industry compliance approval team before utilizing your testimonial –

 

(800)59-ADVISE (408)879-0789 Fax: (408)879-9075

Paul King, CFP®, Registered Principal, LPL Financial, CA Insurance #0761042

Shannon Corpuz, Registered Representative, LPL Financial

In the event of a natural disaster and King Wealth Planning cannot be reached, please contact LPL’s service center directly: 800.558.7567

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, ID, MA, MD, MI, MN, NM, NC, NY, NV, OK, OR, PA, RI, SC, TX, UT, VA, and WA. No offers may be made or accepted from any resident outside these states.

A IMPORTANT CONSUMER INFORMATION A broker/dealer(BD), investment adviser (IA), representative may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. 

Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org | www.sipc.com.  Financial Planning offered through King Wealth Planning, Inc., a Registered Investment Advisor and a separate entity.