Optimized Custom investment - retirement income planning

King wealth management, Independent wealth management firm, investment advisor fees

We ask for your goals and objectives

   For example, 

  • Retirement
  • Pass wealth to heirs

Then we ask for more detail by asking relevant questions

   For example,   

  • Retirement
    • how much money would you need per year during your retirement?
    • what have you been doing so far to prepare?
  • Pass wealth to heirs
    • to who, how much, and when?

Then, we learn client's situation in depth

  • Tax situation. Clients with high tax bracket to focus more on tax efficient investment.
  • Investment time frame. Clients with longer time frame to invest to focus more on growth oriented stocks.
  • Clients income need.  Clients who are dependent on income from the investment to focus more on income oriented investment.  
  • Investment portfolio's size compared to clients' overall wealth and cash flow.
  • Clients emotional preference and perception of short term volatility. 
  • Imminent near future considerations of cash flows, such as college education spending, funding of a large purchase, receipt of inheritance, sale of business, or exercise of stock options.   

Then, we construct Investment Portfolio

  • We would like you to achieve your financial goals with highest probability.  To that end, we construct rather statistically vindicated diversification approach.  
  • Please see us for your retirement income planning.  We serve clients with financial and investment planning in the Minneapolis, Rochester, and Saint Paul MN areas.


Comprehensive financial management, financial advisor firms, Financial Advisor Minneapolis

College Education Planning  

Financial Advisor Near Me, financial advisor search, Financial advisors in Minnesota

Retirement Income Planning    

Financial Planning Association MN, Investment firms Minneapolis, Investment firms saint Paul

Tax optimization strategies