Important Disclosures

This site is only intended for clients and interested investors residing in states and countries in which King Financial Planning & Management, LLC is qualified to conduct investment advisory services.

King Financial Planning & Management, LLC is a registered fee-only investment advisor located in Colorado.  King Financial Planning & Management, LLC may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, King Financial Planning & Management, LLC’s web site is limited to the dissemination of general information pertaining to its investment advisory services.

Please contact King Financial Planning & Management, LLC to find out if we may conduct advisory business in the state or country where you reside. Accordingly, King Financial Planning & Management, LLC does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this web site. Any subsequent, direct communication with a prospective client shall be conducted by a King Financial Planning & Management, LLC representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.

King Financial Planning & Management, LLC takes a long-term approach to investing, and investment recommendations are made only after a comprehensive review of a client’s situation.  A comprehensive review includes an assessment of financial goals and priorities, time horizon, and risk tolerance.  There are no performance guarantees expressed or implied.  Past performance of a security or portfolio is no guarantee of similar success in the future.

The content appearing on this web site is the property of King Financial Planning & Management, LLC or its licensors, and is protected by intellectual property rights.  Any research, articles and commentary contained on this website are accurate as of the date published and King Financial Planning & Management, LLC disclaims responsibility for updating information.   King Financial Planning & Management, LLC also disclaims responsibility for third-party content, including information accessed through hyperlinks.

Please consult our Form ADV Part 2 for more information.

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