King, Prell & Associates

Our Approach

We provide financial planning advice using our approach we call “Confident Lifestyle”. Our team of financial advisors can coach you through the four principles of building and retaining wealth, incorporating your personal values into each financial decision. These four principles are: covering the essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. Our goal is to help you plan to achieve your dreams while also helping to simplify your investment and money decisions.

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Background and qualification information is available at FINRA's BrokerCheck website

 
 

Your retirement – a time of possibilities

Retirement can be a time of exciting possibilities. Will you have the income you need to support the interests and activities that are most important to you? I encourage you to watch this short video to learn about a new program that can help you feel more confident about your income in retirement.After you’ve watched the video, contact me and we can talk about how this program might be able to help you make the most of your retirement.

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Sleep Better

How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)