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INVESTING

The Firm offers ongoing portfolio management services based on client specific investment objectives, risk tolerances, and financial information. The Firm creates a financial plan and/or Investment Policy Statement for each client, which outlines specific individual situations (income, tax levels, and risk tolerance levels), and then ensures the investment plan is suitable for the prospective client based on gathered data.

Before investing, consider the investment objectives, risks, charges, and expenses. Contact KFI for their Form ADV 2A and any additional information. Read it carefully.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment strategy or product made reference to directly or indirectly by King Financial Investments in its website will be profitable or equal the corresponding indicated performance level(s).

NO OFFERING OF ADVICE, PRODUCTS OR SERVICES

King Financial Investments does not render or offer to render personalized financial or investment advice through this website. This website is limited to the dissemination of general information on King Financial Investments’ service offerings and provides for an efficient method in which a prospective client may contact us. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states or countries where we are registered. The information provided on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject King Financial Investments to any registration requirement within such jurisdiction.

PRIVACY NOTICE

King Financial Investments is committed to safeguarding the confidential information of its clients. We hold all personal information provided to our firm in the strictest confidence. These records include all personal information that we collect from you in connection with any of the services provided by King Financial Investments. We will never disclose information to nonaffiliated third parties, except when necessary by law. If we were to anticipate such a change in our firm policy, we would be prohibited under the law from doing so without advising you first. Your phone number and SMS consent will never be shared or sold to any third party or affiliates for marketing purposes. Submitting your email and phone number through this website will act as consent to receive all communications up to and including: emails, phone calls and text messages. To stop text messages, reply STOP. For help, reply HELP. Message and data rates may apply. Messaging may be infrequent. As you know, we use financial information that you provide to us to help you meet your personal financial goals while guarding against any real or perceived infringements of your rights of privacy. Some of our policies with respect to personal information about you are listed below.

We limit employee and agent access to information only to those who have a business or professional reason for knowing, and only to nonaffiliated parties as permitted by law. (For example, Federal regulations permit us to share a limited amount of information about you with a brokerage firm in order to execute securities transactions on your behalf, or so that our firm can discuss your financial situation with your accountant or lawyer.)
We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.
For unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors, we also require strict confidentiality in our agreements with them and expect them to keep this information private. Federal and state regulators may also review firm records as permitted under law.
We do not provide your personally identifiable information to mailing list vendors or solicitors for any purpose.

Clients may obtain information regarding King Financial Investments’ Privacy Policy upon request.

USE OF LINKS

Links (also known as “hyperlinks”) to or from other Internet sites may be included at times for the convenience of the user. King Financial Investments and its affiliates assume no responsibility for the content of any linked site. The fact that such links may exist does not indicate approval or endorsement of any material contained on any linked site.

SMS TERMS & CONDITIONS

1- SMS Consent Communication:

SMS Consent: Your phone number and SMS consent will never be shared or sold to any third party or affiliates for marketing purposes.

2- Types of SMS Communications:

If you have consented to receive text messages from King Financial Investments, Inc., you may receive messages related to the following (provide specific examples):

Appointment reminders
Follow-up messages

Example: "Hello, this is a friendly reminder of your upcoming call with Robert King today at 11:30 EST. You can reply STOP to opt out of SMS messaging from King Financial Investments, Inc. at any time."

3- Message Frequency:

Message frequency may vary depending on the type of communication. You may receive up to 2 SMS messages per week related to your appointments or account status.

Example:
"Message frequency may vary. You may receive up to 2 SMS messages per week regarding your appointments or account status."

4- Potential Fees for SMS Messaging:

Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

5- Opt-In Method:

You may opt-in to receive SMS messages from King Financial Investments, Inc. in the following ways (This is an example. Please include the method used.)

By submitting and online form

6- Opt-Out Method:

You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

7- Help:

If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at (insert the link)

Additional Options:

If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.

8- Standard Messaging Disclosures:

Message and data rates may apply.
You can opt out at any time by texting "STOP."
For assistance, text "HELP" or visit our our website.
Message frequency may vary