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King And Associates Insurance And Investment Services

Lake Mary/Orlando,

Phone:

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

Fax:

407-386-3013

E-mail:

tk@kinginsinv.com

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.

Newsletters

Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Key Tax Law Changes to Higher Education Coming Soon

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

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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More Newsletters

Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Life Expectancy

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

Cost of Retirement

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

Retirement Plan Early Distribution

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

More Calculators