Retirement Planning

With over 12 years experience in financial planning, Rob has had the privilege of working with business owners, physicians and families across Louisville.  Many are approaching, or are, currently in retirement.  This can be a very challenging time for most; as they are not only assessing their financial situation but their lifestyle as a whole.  Having an individual you can trust to help navigate the process and ask the important questions to is essential.  It's also important that you feel informed and are part of the process, not simply signing papers. 

Over the 12 years, we have learned that every client has different goals and different styles of learning.  If you are someone that prefers to do some research prior to meeting with an advisor, please download one of the following guides on retirement planning.  Rob and his team are happy to answer questions you may have regarding your specific goals and plan.   

5 Must-Dos When

Saving for Retirement

Medicare Simplified

Know your options

Social Security Simplified

 


In addition to helping individuals through planning for retirement, Rob and his team of advisors work to help young professionals, families, and physicians address their unique financial goals and needs. 

 

Rob H. King III, CLTC®

Financial Advisor

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

How to Pay Off Debt

Most of us have some sort of debt. Learn the steps to take control of your finances and pay off your debt. Watch now

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck