William King

Background

About William King

In my role as a Financial Planner for Prudential, my focus is to provide honest service and financial strategies that will help my clients achieve their personal financial goals. My mission is to be a trusted financial resource for my community by providing a variety of financial products combined with superb service. I believe that financial education is an essential part of life planning, and I’m happy to share my knowledge with you. My areas of experience include: • Assisting in the clarification, understanding and quantification of client’s financial goals and needs. • Assisting clients in gathering the information needed to prepare the financial plan. • Creating financial plans that provide information and strategies to help my clients make better informed financial decisions. • Educating clients on solutions to the potential hidden risks that may disrupt their financial plan. • Meeting with family members, executors and other advisors to discuss my clients’ financial plan, if desired, for a concerted effort. • Periodically updating the clients’ financial plan, if desired, to help clients make adjustments due to our ever-changing environment. Together we can identify your goals for your future, and create a financial strategy that will help support them.