Navigating Investments and Wealth: Is Professional Help the Key?
In today’s financial landscape, the concept of investments and wealth has become increasingly important. This…
FRED KING, CFP®
Q&A with Fred
How do you define your role as a fiduciary?
It is my responsibility to act in the best interest of the client.
Tell me a story about a client situation.
Since we work closely with clients, CPAs, and attorneys, they tend to recommend tough client situations to see if we can help. I was fortunate to visit with one of them and within 5 minutes of our visit, he stated, “I have stage 4 cancer and I am going to die. Can you please help me understand my financial options and prepare me for this event.” Through all of our work together in advance of this event, his friends and family had quite the life celebration party that he planned in advance.
Tell me about your family.
I have been married for over 30 years to my person, Amy. Together, we have two wonderful kids, Taylor and Peyton. I also have a son-in-law, Serge. All of us have three great pups, Chance, Murphy, and Toast.
Why did you decide to work in this field?
Our owner, Chris Hicks, reached out to me to ask if I would like a career change. He stated that my background (accounting and engineering) would be helpful in the field of Financial Planning. He stated, “come help our great clients, you will love working with them…and he was right.
Biography
To effectively meet our clients’ needs, we know how important it is to listen and learn about our clients’ individual personal situations. “Financial planning is not all about numbers; it is about getting to know our client’s history, hopes, desires, and goals. By building a bond of trust, we assist our clients on a multitude of key financial and personal decisions. We appreciate the trust and confidence that our clients have in our abilities to guide them through many of life’s situations.“
Fred and his wife, Amy, have shared 30 years of marriage together, and they are very proud of their two adult children, Taylor and Peyton. He is active in athletics; performing, coaching, and as a cheerleader to his wife and adult children.
Education
Fred is a graduate of Oregon State University with a degree in Business Administration; Fred has over 15 years of business experience in a variety of roles with several national firms. Fred specializes in retirement financial needs analysis, investment management, risk management, and general financial planning for individuals and small businesses.
Email Fred
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