Our Services

While developing a customized financial program, Mr. King will take you through a step-by-step process that will enable you to make crucial decisions about your financial goals from cradle to grave, from insurance to planning and from wealth preservation to retirement and estate issues.

Once your objectives have been established, Brian A. King, CFP®, will develop appropriate strategies to address your particular needs and circumstances.  

Mr. King has the expertise to help you execute a sound financial program utilizing:

Investment management

Insurance and annuity products

Retirement strategies 

Estate conservation

Let us help you achieve your personal goals and objectives!