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King And Associates Insurance And Investment Services

Lake Mary/Orlando,

FL

Phone:

Ofc: 407-792-5576 Cell: 407-595-2288

Fax:

407-386-3013

E-mail:

We're prepared to work with the most important money of all..... yours

Smiling woman in a suit, arms crossed, leaning on a tree

Welcome to our site, where you'll find a wealth of information covering:

  current news articles

  & financial calculators

We want you to understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  King & Associates | Insurance & Investments Services created this site to help you gain a better understanding of the financial concepts of:

wealth preservation & transfer

  • insurance 
  • retirement goals & income
  • estate planning

Most importantly, we hope you see the value of working with skilled professionals to pursue your goals.  Your success is our goal.  Don't put it off - call us today. 

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Shows how transfer-on-death designations help avoid probate costs.

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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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This calculator is designed to help you attach a dollar figure to your life’s work.

Use this calculator to estimate how much income and savings you may need in retirement.

How much will it cost to pay off a loan over its lifetime?

Use this calculator to determine whether you qualify for the different types of IRAs.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck