Our Team’s Planning Areas

Comprehensive Financial Planning

Often, more than one area of experience is required. With our Advisor’s guidance, we help advocate for you in many areas of planning to ensure that all of your financial decisions are efficient, integrated and coordinated.

Insurance Planning

No proprietary products, No sales quotas, No problem! Our team has a well-deserved reputation of excellence in providing smart, sensible, and cost-effective insurance solutions for professionals, families & business owners.

Investment Management

We are at the forefront of ever-changing market conditions, regulatory revisions, and industry developments. We serve a wide range of clientele, and every client portfolio is constructed to target their individual needs. Each client benefits from the depth and breadth of our resources, and the education we provide at each and every meeting.

College/Retirement Strategies

Preparing for Retirement with college tuition on the horizon can be difficult. With this in mind, we’ve helped many families evaluate college funding options while maintaining the integrity of their retirement plans. We pride ourselves in thinking “outside the box” to deliver innovative strategies, and sound financial advice in these 2 key areas of planning.

Practice Areas

Holistic Financial Planning

Investment Management

College Planning Strategies

Retirement Readiness

Small Business Planning

Life/ Disability/ Long-Term Care Insurance

Employee Benefits Review

Income & Debt Planning

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through King Wealth Partners, a registered investment advisor and separate from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents with the following states: SC, NC, TN, GA & KY.