Let’s create a smart retirement strategy that's right for you.
You’ve worked hard to save for your ideal retirement.
Now is the time to make sure all your effort is not wasted.
We are here to help! I have seen the highs and lows in the investment world during our 30 years in business.
Our number one priority is helping you protect your hard-earned savings using Smart Money Strategies that let you enjoy your retirement to the fullest!
Who does King Retirement Solutions serve?
Retirees and Pre-retirees
Hard-Working Individuals and Families
Make smart retirement decisions using our 3 Step Smart Money Process
Our 3 Step Smart Money Process is called the 3 Bucket Strategy and applies three important factors when mapping your financial future — liquidity, retirement income and growth.
Each of these play a key role in creating a well rounded and balanced plan.
Our process is smart and straightforward
1. Smart Money Chat
We discuss and identify your retirement goals. Once I know what matters to you, I can get to work.
Where do you stand right now in relation to your goals? This will help me determine what buckets may be too light, too heavy or even empty.
3. Make a plan
There’s rarely one way to get from Point A to Point B. I provide the pros and cons for each scenario and help you make a comprehensive retirement income plan for your individual situation. I give you the tools. It’s your job to make the decisions. I will provide you with the best products and services available.
Everything leads up to this point. I will encourage you to follow through, stick to your plan, and keep making progress toward your goals.
Change is constant. As times evolve, so might your needs. I will work with you to update your plan as needed, analyze new information, and make sure you’re happy with your services and products.
FREE Smart Money Idea Whitepaper
Some of the key signs you can expect to learn about…
Social Security Efficiency
Your Dollars Are Subject To Market Risk
No Long Term Care Plan