Couples.
Individuals.
Families.

You’re in control of your retirement. Now you need a team to help you get ready.

Couples.

Individuals.

Families.

We know how to create the best financial and retirement plans for any situation.

Couples. Individuals. Families.

We know how to create the best financial and retirement plans for any situation.

Whether you’re planning for retirement or already retired, we can help.

Each day at King Financial Partners, we help couples, families, and individuals plan for the future with flexible, customized retirement plans. We care about you and what you envision for your life. Our many years of experience make us an ideal partner for your financial and retirement planning needs. We’ll assess your personal financial situation and the investments available to meet your goals.

Whether you’re planning for retirement or already retired, we can help.

Each day at King Financial Partners, we help couples, families, and individuals plan for the future with flexible, customized retirement plans. We care about you and what you envision for your life. Our many years of experience make us an ideal partner for your financial and retirement planning needs. We’ll assess your personal financial situation and the investments available to meet your goals.

Whether you’re planning for retirement or already retired, we can help.

Each day at King Financial Partners, we help couples, families, and individuals plan for the future with flexible, customized retirement plans. We care about you and what you envision for your life. Our many years of experience make us an ideal partner for your financial and retirement planning needs. We’ll assess your personal financial situation and the investments available to meet your goals.

We specialize in the unique needs of clients who are over 50, and we know how to get the most from your investments, retirement assets, pension, healthcare, and social security.

Our professionals will work with you to develop a flexible, customized retirement and financial plan.

  • We will balance your personal goals and market risk.
  • Create a plan for all areas of your life, including financial, estate, and insurance
  • Provide the flexibility you need as your life changes and evolves.
  • Anticipate unique challenges of your 60s, 70s, and beyond.
  • Because we implement and monitor retirement plans day in and day out, we bring deep practical understanding of your retirement challenges and opportunities.

Our professionals will work with you to develop a flexible, customized retirement and financial plan.

  • We will balance your personal goals and market risk.
  • Create a plan for all areas of your life, including financial, estate, and insurance.
  • Provide the flexibility you need as your life changes and evolves.
  • Anticipate unique challenges of your 60s, 70s, and beyond.
  • Because we implement and monitor retirement plans day in and day out, we bring deep practical understanding of your retirement challenges and opportunities.

Our professionals will work with you to develop a flexible, customized retirement and financial plan.

  • We will balance your personal goals and market risk.
  • Create a plan for all areas of your life, including financial, estate, and insurance
  • Provide the flexibility you need as your life changes and evolves.
  • Anticipate unique challenges of your 60s, 70s, and beyond.
  • Because we implement and monitor retirement plans day in and day out, we bring deep practical understanding of your retirement challenges and opportunities.

Working with our local community.

We love working with our clients to help them achieve the retirement they want. While we work with clients all over the country, we are also knowledgeable of the needs of our clients who work for Penn State, Centre Region schools, and run businesses in the area.

University Employees

One of the great benefits Penn State offers is its retirement plans. Your TIAA or SERS plans are the perfect jumpstart for a confident retirement. Did you know you can – and should – speak with outside advisors to prepare for the years ahead?

Centre Region Schools Employees

Your PSERS plan is a huge benefit for you as you plan for retirement. You will retire with a pension, Social Security and investments, a situation you can use to your advantage. We can assist in assessing the intricacies of pensions, investing, asset distribution and Social Security.

Business Owners

Business owners have unique needs when it comes to retirement and financial planning. We can be your partner in helping you adapt your investment strategy from accumulating wealth to planning for retirement.

King Financial Partners and Raymond James Financial Services are independent from, and are not affiliated with nor endorsed, authorized, or sponsored by Centre Region Schools or Penn State.

Working with our local community.

We love working with our clients to help them achieve the retirement they want. While we work with clients all over the country, we are also knowledgeable of the needs of our clients who are employees of Penn State, Centre Region schools, and run businesses in the area.

University Employees

One of the great benefits Penn State offers is its retirement plans. Your TIAA or SERS plans are the perfect jumpstart for a confident retirement. Did you know you can – and should – speak with outside advisors to prepare for the years ahead?

Centre Region Schools Employees

Your PSERS plan is a huge benefit for you as you plan for retirement. You will retire with a pension, Social Security and investments, a situation you can use to your advantage. We can assist in assessing the intricacies of pensions, investing, asset distribution and Social Security.

Business Owners

Business owners have unique needs when it comes to retirement and financial planning. We can be your partner in helping you adapt your investment strategy from accumulating wealth to planning for retirement.

King Financial Partners and Raymond James Financial Services are independent from, and are not affiliated with nor endorsed, authorized, or sponsored by Centre Region Schools or Penn State.