Eric King

Eric King

Certified Financial Fiduciary Wealth Consultant Risk Manager

Personal:

Mr. King has been helping investors protect, grow, and enjoy their assets for over 25 years.  His practice focuses on a holistic approach to financial well-being and quality of life.  Preparing families for ‘four generations' is the basic tenant of the firm's legacy planning paradigm.   Guiding families, utilizing a time allocation of money, commonly referred to as a “Bucket Plan” allows families to enjoy a superb quality of life while establishing generational wealth.

Mr. King has worked for some of the largest companies in the business, with tenures at Morgan Stanley Dean Witter, Aetna, and MassMutual before becoming an independent advisor. 

Mr. King also teaches financial soundness to pre-married, and newly married couples.  He is a part of the Dave Ramsey program, teacher at Financial Peace University, a former SmartVestor Pro and an Expert Local Provider (ELP). He served as the youth director for his church for over 10 years and still runs a bible study for teens.

Mr. King received his B.A. from Louisiana State University and is a graduate of the Cannon Trust School. The American Banker Association awarded Mr. King with two designations: Certified Securities Operations Professional, (CSOP), and Certified Trust Financial Analysts (CTFA).


Education:

Graduate of Louisiana State University

Graduate of the Cannon Trust School and awarded 

Certified Securities Operations Professional, CSOP, and Certified Trust Financial Analysts CTFA. 


Area of Practice:

Investment PlanningRetirement Planning, College Planning, Business Succession Planning. 


Risk ManagementLife Insurance, Health Care Insurance, Property and Casualty Insurance, Medicare Insurance. 


Legacy PlanningStrategic Planning using ILITs, GRATs, CRUTs, Revocable Trust, Irrevocable Trust and Special Needs Trust to achieve Legacy Goals.



 

Phone 225-678-6185