Our team based approach allows us to provide far more than investment management.
Included in your investment advisory fee:
As your financial advisors, we will discuss your investment objectives, risk tolerance, and time horizon to implement an investment strategy tailored to your specific goals. Your customized portfolio allocation will be tactically managed based on our economic data interpretation and fundamental analysis of stocks, bonds, mutual funds, annuities, and ETFs. It is our goal to create a portfolio that will provide you with the best possible returns within your risk tolerance, all while maintaining tax efficiency.
We will hold client meetings 3-4 times annually to review your performance, maintain ongoing communication regarding your personal financial goals, and learn about changes that may have occurred in your life.
Establishing your fee-based advisory accounts with King Financial Network (KFN) will result in a consolidation of accounts, a reduction in paperwork, and provide you with online access via our
Investor 360° platform to view your account balances, net worth, and performance reports at any time.
Financial Planning Support:
Clients of KFN have access to multiple CERTIFIED FINANCIAL PLANNERS™ who will work with you to help accomplish your financial planning goals. Our clients find value in reviewing retirement planning projections that take into consideration their pension decisions, maximizing social security benefits, required minimum distributions, sustainable withdrawal strategies and income planning.
We provide advice on budgeting, cash flow analysis, and retirement savings strategies to help our clients create healthy financial habits and set realistic savings goals.
Our CFPs generate college savings projections, address student loan applications and repayment techniques, implement debt reductions strategies, and consult before major purchases such a new home or car. They analyze ESOPs, restricted stock, 401(k)s, 403(b)s, and 457 plans.
We are available to accompany you to important meetings such as pension consults, social security applications, or business planning meetings. In addition, clients can securely upload private documents to Investor 360° such as wills, trusts, insurance policies, and deeds.
Risk management and insurance is an important piece of any financial plan. We work with families to provide them with an independent, appropriate solution in the areas of life, health, and long-term care insurance.
Our team assists with health insurance plans during retirement and analyzes the appropriate plan for them. This includes Medicare, Cobra, or individual health insurance plans.
KFN offers comprehensive tax analysis and complimentary reviews of our clients’ tax returns. We have the ability to prepare personal tax returns for our clients for an additional fee. All tax filing services are offered by our in-house IRS Enrolled Agent Chris King through CK Tax.
We help to ensure that our clients have optimally planned to protect their families and their assets through all stages of life. We create asset protection strategies, will based plans, trust based plans, gifting strategies, health care proxies, and powers of attorney.
We also provide ongoing advice on special needs planning, incapacity planning, elder law and public benefits.
We offer a complimentary review and analysis of existing legal documents and estate planning strategies. The creation of new legal documents is offered for an additional fee. All legal services are offered by our in-house Director of Estate Planning Russ Nesevich, Esq. through Nesevich Law, LLC.
Each year we host a day at the races at Monmouth Park Racetrack for our advisory clients. This annual event is free of charge and most oftentimes becomes a social gathering of friends who had no idea that they too were working with KFN.