King Covenant Financial
As independent, full-service financial advisors, we offer clients products and services and deliver them when, where and how you want them.
At King Covenant Financial, we take a holistic approach to our financial planning planning process to help our clients achieve their dreams and goals. It all starts with a strategic plan that covers your needs in the context of your entire financial picture. Once we establish a firm direction, we work with you to help determine the best ways to take action. Together we will review progress made toward achieving your goals and adjust the strategy to reflect personal, economic, and tax law changes. We’ll create financial plans and ongoing relationships that will help you achieve your financial objectives based on knowledgeable advice.
Certified Financial Planner
LPL Financial
LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,700 financial advisors and approximately 700 financial institutions. In addition, LPL Financial supports approximately 34,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices I Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com
Harold King
Managing Principle, LPL Financial, King Covenant FInancial
Prior to joining LPL Financial in September, 2006 he was with Ameriprise Financial where he provided investment advice and financial services to individuals and businesses in New England. Harold is a CERTIFIED FINANCIAL PLANNER ™ who has built client relationships based on trust. Harold earned his MBA with a concentration in Business Management from Western New England University and a BS in Accounting from American International College. In 1992, he received his CERTIFIED FINANCIAL PLANNER ™ from the Institute of Certified Financial Planners and is currently a member of the Financial Planning Association and the Financial Institute Services. Harold is part of a prestigious network of professionals dedicated to advancing fiduciary responsibility in the financial arena.
Over the years, our commitment to excellence and passion for our clients has been recognized.
Knowledge and Experience
What We Do
Financial Planning
Achieving financial independence , whether it means choosing to work for the rest of your life or retiring as a certain age to pursue the next chapter in your life, is what most of us strive for. Yet the number one reason many fail to achieve this goal is procrastination-failing to put together a plan that includes your short-and long-term goals and then carrying through with it. Putting your goals in writing gives a sense of commitment.
Know your goals. First , step back and ask yourself, “ Where am I going? How am I going to get there? “, then Identify the goals and a few actions that will bring you closer to achieving them. Don’t be afraid of dreaming a little, but make sure the goals are attainable.
Investment Management
As your financial consultant, our focus is to help achieve your financial goals. Today’s financial markets can present a multitude of uncertainties, opportunities and challenges. We specialize in developing investment strategies based on your needs and designed to take advantage of potential market opportunities while monitoring risk.
Through our affiliation with LPL Financial Services, we are backed by the largest in house research team of any independent broker/dealer. As the nation’s leading independent brokerage firm, LPL has no proprietary products, investment banking business, or any other conflicts that can get in the way of providing independent, objective and unbiased investment research to its advisors. The breadth of research coverage encompasses mutual funds, separate accounts, variable annuities, REIT’s, EFTs, fixed income, alternative investments and sophisticated investment solutions while focusing singularly on the individual investor. This approach reflects a commitment to addressing investors’ unique financial goals, rather than on “pushing products.”