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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. 

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

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

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Shows how high-income earners can create tax-free retirement income via workplace plans.

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Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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How much life insurance would you need to produce a sufficient income stream for your family?

Estimate the future value of your current savings.

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

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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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