At King Retirement Pros, we first meet with the client to uncover the client’s personal objectives, quantify them and prioritize them. We then analyze to discover any weaknesses in the client’s present plan. The next step is to formulate a new plan that will better enable the client to accomplish their objectives within comfortable risk-reward parameters. 

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We then meet with the clients again to further educate them and to determine if the new plan will mesh with their lifestyle and attitudes. Can they understand the plan and accept it as their own? If all is well and the clients are pleased, understand and accept the plan, then we start to implement the plan using the appropriate tools, techniques and products.

 

We work closely with the client’s attorney and/or CPA. Should the client not have an estate planning attorney or CPA, we have established strategic alliances with competent and elite professionals.