Retirement can be both exciting and scary. There are lots of decisions to make, some of which are quite simple and others that are both complex and irreversible.

This is one of those times you really need to carefully assess your situation and make all the right decisions. In short, you need a plan. One that considers the intricacies of retirement investing, long-term asset distribution and Social Security.

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:

  • The unique needs of the over 50 crowd.
  • How to get the most from your investments, retirement assets and Social Security.
  • The process of figuring out what you have, what you need and how to make sense of it all.