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Gary King, ChFC, CRPC, CLU

Ameriprise Financial
Financial Planning

Contact Information:

101 W. Big Beaver Road, Suite 425
Troy, MI 48084
United States
T: (248) 925-4410
F: (248) 204-1185
ameripriseadvisors.com/gary.w.king

Years in Business:

 

17

Clients I'm Seeking:

 

I'm seeking clients that are looking for Financial Planning help; especially those in transition. I specialize in working with those who are moving to retirement -- voluntarily or involuntarily.

About My Business:

 

Clients are busy and do not always have the time to concentrate on managing investments or track progress toward financial goals or ensure they have adequate protection in case plans go awry. That is where I come in. I aid in managing cash flow and debt; managing savings plans for specific goals such as college for their children or grandchildren, big ticket puchases like a dream home or vacation, and ultimately for retirement; minimize their exposure to taxes through the way we invest their money; and ensure final affairs are in order. I also review their protection plans to ensure they have adequate insurance -- they have the right type and amount, and are not paying too much for it.

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