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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. 

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Explains special costs and financial implications of condo ownership.

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Outlines how estates handle debts of deceased individuals.

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

How Long Will It Take to Pay my Balance?

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

This calculator can help you determine how soon you can pay off your mortgage.

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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