Kevin C. King

Private Wealth Advisor

CFP®, JD, CPWA, AAMS

Ameriprise FinancialHonolulu, HI 96821-2321

Broker Affiliation: Ameriprise Financial Services LLC

My Approach

Achieve so much more: Every day I deliver future-focused financial solutions that transform lives. My comprehensive advice helps you focus on the big picture and turn your financial goals into reality.

The Clients I Serve

Business Owners, Executives, GenX, Philanthropists, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Women & Female Leaders

Major Milestones I Specialize In

Divorce Planning, End of Life and Legacy Planning, Retirement Planning, Sudden Wealth or Inheritance, Widowhood

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

Financial advice with your taxes in mind - Even at their most basic level, tax rules can be complicated. Add in the nuances of investments and retirement planning and the complexity is further compounded. Whether you’re wondering about your tax bracket, worried about withholding too little or want to lower your taxable income, I can help. Together, with your tax professional, we can create an income tax planning strategy that reflects your needs and financial goals.

Disclosures

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. An Ameriprise Financial Franchise. Products from RiverSource and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, LLC. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.