For Asset Management:
Annual income of $100,000 or over $250,000 in investible assets

For Financial Planning:
The investor who is interested in professional guidance to potentially achieve financial goals.

What are the benefits of a complimentary consultation?

A consultation will allow an opportunity to:

• identify your specific financial needs
• discuss the range of KING’s services in greater detail
• define your investment risk/reward tolerances and time horizon
• determine if you are an appropriate match for KING’s services

Email or call us if you have any questions about our services, or if you would like to schedule a complimentary consultation.