We all have hopes and dreams — dreams that are often dependent on solid retirement plans. And that’s where a financial advisor comes in. You may have a good idea of where you want to go in life, and you may have set some financial goals to get there — but as the old saying […]
News and Interests in Concord, NC
Buy insurance to protect your biggest asset
Smart investing starts with taking account of all your assets and securing them appropriately. Securing your assets begins with buying insurance to protect your biggest asset – your income. Because King Financial Corporation is independent, we will help you choose which insurance is best based solely on the unique needs and goals of you, the […]
Brian King is your financial advisor in Concord, NC
The business of responsible planning is important to us. As your financial advisor in Concord, King Financial Corporation specializes in nurturing relationships and clear communications. First and foremost, we listen to you. You’ve come to us for a reason. Is it a change in your financial circumstances brought on by a new job or upcoming […]
Retirement planning with Brian King
Knowledge and experience are essential when retirement planning. Brian King is one of Concord’s only independent financial advisors specializing in retirement planning. He plays a central role in the financial future of local corporations and families who want assistance creating a complete retirement planning strategy. There are no packaged retirement planning solutions at King Financial. […]
Charitable Giving in Concord, NC
King Financial Corporation designates a significant portion of its annual revenues to charitable giving. By doing business within the community, King Financial Corporation is able to give back to Concord. We’re also keen to help our clients establish a giving plan, whether on the local, national or international level. A Donor Advised Fund may offer […]
Giving is easier with a Donor Advised Fund
A Donor Advised Fund, or DAF, may be a good philanthropic vehicle for investors who want help managing their charitable contributions while receiving immediate tax benefits. It requires that a donor contributes cash or assets to a public charity that sponsors and sets up that Donor Advised Fund. Donors are retained in an advisory role […]
How does the 2017 Fiduciary Rule impact you?
The Department of Labor (DOL) 2017 Fiduciary Rule came into effect June 9, 2017 to expand how investment advice impacts clients. For many Certified Financial Planners™ this rule was already implemented because their mission has always been to serve the financial interests of clients instead of their own investment practices. This new rule brings other […]
Tax breaks grow business in Concord, NC
Tax breaks in Concord, NC are creating jobs for our community. Much credit goes to leadership from our business men and women in the community. But equally important is the partnership businesses have forged with municipal planners who keep the best interests in mind when encouraging business. Sound municipal management provides the security to keep […]
A guide to corporate bonds in North Carolina
In simple terms, a corporate bond is an IOU, with several monikers including notes, bills and debt securities. In the case of corporate bonds, the issuer is the private company that needs the money. In return, the corporation agrees to pay the investor purchasing the bond not only the principal of the debt at some […]
Concord a top 10 “Fastest Growing U.S. City”
We’re proud of the national attention for Concord’s economic growth. The city recently made the top 10 list of “Fastest Growing Cities” according to WalletHub.com. National statistics were collected on 515 cities throughout the U.S. and experts compared key indicators pointing to which cities are having the most success with responsible growth. The data spanned […]
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