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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

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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. 

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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Explains that landlord policies don't cover tenants' personal property.

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Knowing your likely life expectancy is an important factor in making long-term financial plans.

This calculator can help you estimate your annual federal income tax liability.

How much do you need to save each year to meet your long-term financial goals?

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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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