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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. 

Explains how S&P 500 sector funds behave differently and why diversifying across them can be useful.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Suggests considering life insurance for stability during uncertain markets.

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How much Disability Income Insurance do you need?

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

Estimate the future value of your current savings.

How Long Will Your Funds Last?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck