David King

David King has helped hundreds of clients across the country to successfully navigate the complex world of retirement planning and investment management for nearly 30 years. He specializes in helping people near retirement or now in retirement build retirement plans so they can live their best lives in retirement without the constant worry about their investments. David comes from a family of educators and he strives to make sure that clients know what investments they should hold and why they should hold them.

He favors using planning strategies that incorporate math and historical data to build plans that have the highest probability of success in both good and bad markets. Her plans include a balance of risk reduction with growth, lifetime income you can’t outlive, tax reduction strategies and legacy plans to optimize what you leave behind to your loved ones.

This fresh approach ensures a comfortable stress free retirement regardless of market cycles, and other variables beyond a retiree’s control.