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 […]
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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 […]
King Financial donates to Cabarrus Arts Council Dancing for the Arts
Brian King and King Financial Corporation has pledged support for the Cabarrus Dancing for the Arts fundraiser on Saturday, November 12th.The annual Dancing for the Arts features local amateur dancers paired with professionals. While the organizers set a tone of fun for all its participants, voting for dancers will determine a “Grand Champion” as well […]