All client engagements begin with a free, no obligation introductory meeting to determine the services you require. Cient engagements can be to develop comprehensive financial planning or to solve a more specific financial need, such as protecting your assets and family legacy through long term care insurance or updating your life insurance policy to incorporate changes in  your life. Servicestailored to meet the needs of a client, whether a retirement needs assessment, wealth building, asset management or retirement distribution planning.


  • Disablility Income Protection
  • Life Insurance
  • Long Term Care

    Individual Services

  • Estate Planning
  • Portfolio Rehabilitation
  • Retirement Distribution Planning
  • Wealth Building & Management
  • Income for Life Planning
  • Wealth Transfer Strategies
  • Traditional, Roth, SEP and Simple IRAs
  • 401(k) Rollovers
  • 403 (b) Planning
  • College Funding & 529 Plans
  • Cash Flow Management
  • Tax Deferred Investments
  • Brokerage Accounts
  •  Business Owners

  • Business Succession Planning
  • Profit Sharing Plans
  • Employee Retirement Plans
  • Executive Benefit Planning
  • Deferred Compensation

    Contact me today for your free, no obligation consultation to decide what services are right for you.

    Barbara King



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