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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.

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:

  • insurance 
  • retirement goals & income
  • estate planning
  • wealth preservation & transfer

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. 

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

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Explains potential 20 % QBI deductions and qualified property benefits for pass-through entities.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Describes convertible bonds and their balance of stability and upside.

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

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

How Long Will It Take to Pay my Balance?

This calculator is designed to help you attach a dollar figure to your life’s work.

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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