Alandale offers customized planning services exclusively through our strategic partnership with the King Financial Group of Wells Fargo Advisors.
At the King Financial Group, they believe in a personal approach to investing. They will want to get to know you and understand your interests, goals and concerns before drawing up an investment plan or recommending products and services. After deciding together on a plan that addresses your goals, risk tolerance and financial circumstances, together they will put your plan into action.
The following are some of the services the King Financial Group can offer:
- Asset-Allocation Strategies
- Asset Management
- Investment Services
- Estate Planning Strategies
- Planning for Retirement and Retirement Income
- Portfolio Analysis and Monitoring
- Risk Management Strategies
- Tax-Advantaged Strategies and Strategy Coordination with Tax, Legal, and Other Advisors
- Wealth Management Services
The King Financial Group can provide guidance and resources to help you manage the financial implications of the life events. If necessary, they will help you update your long-term financial and investment strategies as well. For more detailed information on how this could benefit your future, please contact the King Financial Group today to schedule a complimentary consultation. Please be sure to let them know you were referred by Alandale Insurance.