Relationship Process

We serve individuals and businesses in all areas of investment planning, including:

Portfolio Management & Investment Consulting Services - Our services are designed for investors who are seeking long-term capital appreciation through a diversified portfolio and top-quality professional services.  By working with us as your portfolio managers, you receive the benefits of objective advice and guidance based on your needs, your goals and your investment time horizon.

Asset Management Services1 - Offering a range of advisory-based investment consulting and portfolio management programs, we help to meet the needs of high net worth individuals and institutions.

Estate planning Strategies2 - Working with estate-planning and trust specialists available through Wells Fargo Advisors and its affiliates, in addition to non-affiliated companies, to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.

Retirement Planning - We offer assistance with a customized array of retirement plans, including Individual retirement accounts and IRA rollovers; self-directed IRAs and rollovers; Roth IRAs and conversions; simplified employee pension (SEPs) and Keogh plans; SIMPLE plans for small businesses; and 401(k), pension and profit-sharing plans.

Education Planning - We can help you by identifying the appropriate product to help save for your child's education and conduct an education funding analysis to project college costs, estimate the funds needed and set up an investment program to help you reach your education funding goal.

Fixed Income2 - Fixed income investing can help diversify your portfolio to reduce volatility, provide dividends to supplement other income sources and potentially provide tax advantages.

Tax Management3 - Help making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.

Access to Lending & Banking Services - Your finances are an important part of your life, especially when you have specific goals you're trying to achieve.  At the King Financial Consulting Group, we can provide access to lending & banking services through affiliates.

Corporate Consultative Services - Many of our clients have the opportunity to participate in their company's stock option plan, a benefit with significant potential value.  The financial advisors at King Financial Consulting Group can help you understand the choices available in your stock plan, work with you to manage your stock plan and how your plan assets fits into your overall investment portfolio.

 

1Advisory programs are not designed for excessively traded or inactive accounts and may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation were based on commissions. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce suitable managers/investment programs to you. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. There may be minimum account sizes and fees associated with these programs.

2Wells Fargo Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.  

3Investing in fixed income securities involves certain risks such as market risk if sold prior to maturity and credit risk especially if investing in high yield bonds, which have lower ratings and are subject to greater volatility. All fixed income investments may be worth less than original cost upon redemption or maturity. Bond prices fluctuate inversely to changes in interest rates. Therefore, a general rise in interest rates can result in the decline of the value of your investment.

CAR #: CAR-1017-01550