WELCOME TO
King Retirement Pros
Retirement Income Specialists
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.
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.
Client's Bill of Rights
What you deserve and should expect from your financial professional.
THE RIGHT TO HONESTY
& RESPONSIBLE ADVICE
You have the right to fair and honest treatment
THE RIGHT TO
BE INFORMED
You have the right to be informed regarding all aspects of your investments. This may include risk, surrender charges, management fees and more. You have the right to full disclosure of material facts, obligations and costs.
THE RIGHT TO PRIVACY
& CONFIDENTIALITY
You have the right to know why we need certain information and how it will be used to help you as our client. At King Retirement Pros, we will not disclose any information about you without your full, prior permission.
THE RIGHT OF TIME TO
MAKE DECISIONS
You have a right to make an informed decision over a period of time without pressure.
THE RIGHT TO SUITABLE INVESTMENTS
You have the right to invest only in products suitable for your age, income and life circumstances.
THE RIGHT TO RESPONSIVENESS AND BEST EFFORTS MANAGEMENT
You have the right to regular reviews of your investments regardless of the amount of your investment activity or account size. Remember the attention you receive as a prospect. You should receive even more as a client, not less.
RISK ASSESSMENT AND EXPLANATION OF RISKS
You have the right to know the risks of any investment, to understand them and only undertake those risks if you fully understand them, feel they are suitable and accept them.
THE RIGHT OF ACCOUNTABILITY
Your have the right to expect accountability from your financial professional. This means regular reviews and establishing goals, benchmarks and milestones.
THE FREEDOM OF FLEXIBILITY
Plans should be revocable, changeable with maximum flexibility and simplicity.
Visit our Services Page to explore how King Retirement Pros can assist you further.