King Financial Group provides an extensive array of  financial services

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Comprehensive Financial Planning:

  • Establish and define our relationship to make it what you want it to be
  • Define and prioritize your major life goals
  • Create financial planning recommendations tailored to you
  • Work with your other client advisors (CPA, Attorney)
  • Implement recommendations
  • Monitor progress towards reaching your unique financial goals
  • Adjust your plan periodically for new goals or priorities

Investment Advisory Services:

  • Develop a diversified portfolio based on your goals, risk tolerance, time horizon
  • Monitor your portfolio’s performance against agreed upon benchmarks

Education Planning:

  • Determine estimated college expenses, both today’s and when your student enrolls
  • Make investment recommendations based on your goals, risk tolerance and timeframe
  • Review investment performance on a regular basis

Retirement Planning:

  • Evaluate all potential retirement programs
  • Provide recommendations to increase the likelihood of your successful retirement
  • Monitor your retirement program and adjust as your goals change

Estate Planning:

  • Review your current estate planning documents
  • Discuss your estate options and transfer of wealth items
  • Work with your other advisors to ensure program alignment

Coordinated Capital Securities, Inc. and its affiliates do not provide legal or tax advice.  Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

King Financial Group LLC

For a no-nonsense conversation about YOUR financial future call:

608.235.6161

We understand that your time is valuable. That’s why we tailor our fee structure based on YOUR needs and objectives.