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Lake Mary/Orlando  , FL

Phone:

Ofc: 407-792-5576 Cell: 407-595-2288

Fax:

407-386-3013

E-mail:

We're prepared to work with the most important money of all..... yours.

Welcome to our site, where you'll find a wealth of information covering:

             current news articles

             & financial calculators

We want you to understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  King & Associates | Insurance & Investments Services created this site to help you gain a better understanding of the financial concepts of:

  • insurance 
  • retirement goals & income
  • estate planning
  • wealth preservation & transfer

Most importantly, we hope you see the value of working with skilled professionals to pursue your goals.  Your success is our goal.  Don't put it off - call us today. 

HOT TOPIC: Tariffs Drive Market Volatility

Explains why tariffs have shaken markets and long-term trends to consider.

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Concerned About Cyberattacks? The Threat Is Real

Advises small businesses on cybersecurity risk management.

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Consider Munis for Tax-Free Income

Notes record issuance of municipal bonds and their tax-exempt appeal.

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Versatile 529 Plans Can Help with More than Just College

Explains expanded uses making 529 plans more flexible.

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Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Car Affordability

How much can you afford to pay for a car?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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