You're well on your way to accumulating all the assets you need for retirement. Now you need to figure out how to maintain both your current lifestyle and financial security.

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:

  • Balances your personal goals and market risk.
  • Addresses everything from financial to estate to insurance planning.
  • Adapts as your life changes and needs evolve.
  • Anticipates the unique challenges of your 60's, 70's and beyond.

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:

  • How to leverage your business to support your retirement goals.
  • When and how to adapt your investment strategy as you move into and through retirement.
  • The unique challenges faced by business owners.

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.