Different needs. Shared goals. People have different priorities at different times in their lives. But all of us want to have the finances to live out our retirements comfortably. If you are a pre-retiree, you likely want to focus on growing your nest egg and therefore, are less risk averse.
As a retiree, you are actively using your savings to live day to day and tend to be concerned with having the security that can come with an annuity and regular, monthly income. We’ll take your specific situation and needs into consideration to create the plan that fits
Take care of yourself and the people you love. In my book, family comes first. That’s why my role as a fiduciary for my clients is a top priority. It means we’re legally obligated to act in our clients’ best interests (and we can back up our recommendations on their behalf).
I want you to know we are dedicated to you and always in your corner, no matter what. We’re independent, which means we have access to a wide variety of products and services we can use to help custom-build a plan for your needs.
Navigate your federal or state employment retirement benefits.
Government employees have a lot to think about, with state-level and federal-level retirement programs. You must navigate systems most people don’t. At the same time, you have to deal with Social Security, Medicaid and taxes in retirement, as most retirees do. We have a comprehensive approach to retirement income planning, which means we take the time to learn about these systems and help our clients with their state or federal benefits.
Investment advisory and related services are offered by King Retirement Solutions, LLC a Registered Investment Adviser in the State of Florida and Colorado. This website is only intended for clients and interested investors residing in the State of Florida, Colorado and in other jurisdictions where exempted. Contact GW King at 970-260-8781 to find out if the investment adviser is qualified to provide investment advisory services in the state where you reside. The Adviser does not attempt to furnish personalized investment advice or services through this website. This website and information are provided for guidance and information purposes only. This website and information are not intended to provide investment, tax, or legal advice. Past performance is no guarantee of future results. At certain places on our website we offer direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of King Retirement Solutions, LLC. King Retirement Solutions, LLC does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 20459 - 2020/10/1ing
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