Transitioning from decades of accumulating wealth to retirement planning and asset distribution requires a shift in financial strategy. Like any new venture, you need a plan. In this case, you need some very specific retirement advice as well.
Your retirement plan must be both personalized and comprehensive. It should be paired with professional advice that:
The King Wealth Strategies team's sole focus is retirement strategies and investing. We're based in State College and combine expertise with small town caring and compassion. Most importantly, we understand:
Ready to learn more?
Let's chat about your plans and see if we're the right fit. Give us a call at (814) 234-3300 or send us an email.
Banking and lending solutions provided by Raymond James Bank, N.A. Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. are affiliated with Raymond James Bank, N.A., a federally chartered national bank.