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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. 

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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Describes financial burdens associated with end-of-life care and funerals.

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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Determine whether you should consider refinancing your mortgage.

How much Disability Income Insurance do you need?

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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