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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. 

Offers tips to couples with opposite financial styles for finding balance.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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

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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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Compare the potential future value of tax-deferred investments to that of taxable investments.

This calculator can help you determine how soon you can pay off your mortgage.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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

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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