Forms/Helpful Information

Below are the forms we use on a regular basis with our clients.  Please click on the form's name to access it.  If you are currently working with the King Financial Group, please contact us to ensure you are completing the correct form.

Required Rate of Return Worksheet

Initial Meeting Worksheet

Data Gathering Homework

Income & Expense Worksheet



You can now sign up for an account through the Social Security Administration.  The King Financial Group highly recommends creating an account to review your current benefit statement, earnings record and information on current benefits if you are collecting.  It's very easy to sign up but feel free to give our office a call if you need help.