Useful Resources

Financial Services

The words “financial services” have a broad range of meanings. From your retirement, college funding, and life insurance to your corporate 401(k) plan, sound advice is usually necessary. Chris King is a licensed Financial Advisor on staff at Raley Watt’s & O’Neill.  His approach is consultative, thorough, and holistic.  He believes that traditional planning techniques are paramount to the base of modern financial planning.  He’ll strive to understand your long term accumulation, protection, or income goals. Depending on the complexity of your Estate, Retirement Planning Concerns, or Business Succession needs you’ll be supported by a network of industry partners that will aid in the development and implementation of a successful plan.

We offer:

Employee Benefit Products & Plans

  • Pension, Profit Sharing and 40l(k) Plans
  • Payroll Deduction Plans
  • SIMPLE IRAs
  • Non-Qualified Retirement Programs
  • Group Life/Health & Disability Income Insurance

Retirement

  • IRAs (Traditional and ROTH)
  • Fixed Annuities
  • Variable Annuities
  • Retirement Needs Analysis

Investments

  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities
  • Securities Brokerage Services

College Funding

  • 529 Plans
  • Investments
  • College Costs Analysis
  • College Funding Strategies using Life Insurance

Business Continuation

  • Buy-Sell Strategies
  • Family Business Succession Planning
  • Key Person Insurance

Executive Fringe Benefits

  • Executive Bonus Plans
  • Split Dollar Insurance

Deferred Compensation Funding

  • Salary Continuation Plans
  • Non-Qualified Executive Fringe Benefits

Estate Planning

  • Tax Reduction Strategies
  • Charitable Giving

Investment Advisory Services

  • Asset Management Programs
  • Comprehensive Financial Planning

Insurance

  • Life and Disability Income Insurance
  • Long-Term Care Insurance

Talk to a RWO Financial Services Specialist today!

 

Check the background of this investment professional http://brokercheck.finra.org/

Christopher King is a registered representative of and offers securities,  investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC.  Supervisory Office: 11350 McCormick Rd, Executive Plaza IV, Suite 200, Hunt Valley, MD 21031 (410) 785-7654.

Raley, Watts & O’Neill is not a subsidiary or affiliate of MML Investors Services, LLC.

 

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