Forbes Best in State Top Financial Security Professionals

Rob King Financial Advisor Forbes Best-In-State Kentucky

Being listed on Forbes' Best-in-State list for the second year in a row reminds me that this journey is all about working with and helping incredible people! 

Next month I’ll celebrate my 20th Anniversary and I’ve seen firsthand how plans can change in the blink of an eye, adaptation is key. This isn't just a transaction for our team; we are committed to being there every step of the way.

Whether you're planning to retire soon or simply dreaming about the future, we believe in helping you retire not just when you want to, but more importantly, how you want to.

Thank you for being part of my family and for trusting my team to be part of yours. Here's to many more years of success and shared milestones!

Thank you - Rob

Forbes Best-in-State Top Financial Security Professionals list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists.  NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s).  Rankings and recognitions are no guarantee of future investment success.

 

"Help One. Help Many"

It may seem odd to see "Help One. Help Many" in terms of financial planning. In most situations, a professional, business owner, or family would be interested in discussing financial planning to meet their individual goals. But what most don't understand is that when you properly plan, you are not only helping yourself but helping others in your family and community. We truly believe that knowledge is power. 

Our practice is built on a foundation of helping as many as we can through planning and education. (To learn more about the inspiration behind this, click here.) We believe in helping clients and community through:

  • Customized financial plans that allow a family or individual a concise, easy to understand roadmap of how they can accomplish their financial goals.

  • Digital integration, online tools, and resources to ensure access to your plan and our team when you need it most. 

  • Mentoring and educating others on financial literacy through one-on-one consultations, community involvement, speaking engagements, and more. 
  • Creating lasting legacies that families can pass on to their children, grandchildren, and great-grandchildren. 
Rob King Northwestern Mutual Interviews CEO John Schlifske

Reach your new level of financial confidence.

I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.

Growth and protection together can take you further. Growing wealth. Protecting what matters.

I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:

Protection strategies

Wealth accumulation

Managing tax advantages

Optimizing retirement

Leaving a legacy

Charitable planning

Financial planning

Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.

Retirement planning

We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.

Couple reading a book on the couch together

Business planning

No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.

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Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Boost your financial knowledge.