Amy King (CFP®, CPFA, CRPC®)

Amy King focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

College/Education Planning

Federal Employees

Fixed Fee (Subscription, Retainer, etc.)

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Planning Specialties

Establish Goals

Budgeting and Cash Flow

Debt Management

Risk Management Analysis

Investment Analysis

Student Loan Planning

Federal/ Military Benefits Review

Medicare Planning (coordinating with TRICARE for Life and Federal Employee Health Benefits)

Retirement/ Transition Preparation

Education Planning

Tax Planning

Social Security Planning

Gift Planning

Estate Plan Review

Additional Information

Amy King began her military career in 1994 in the US Naval Reserves. Desiring to serve as an officer, Amy transitioned to the US Army Reserves and the US Army ROTC. She was commissioned a Second Lieutenant and entered active duty in 1997 where she served for approximately 22.5 years.

Amy retired from the US Army in 2019 and began her career as a financial advisor. As a Military Veteran who was married to a Federal Civilian spouse, Amy has an insider’s understanding of the challenges and benefits of the military and Federal Civilian systems.

Amy is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Federal Employee Benefits Consultant(sm). She’s built her expertise and her firm specifically to help Military Veterans and Federal Civilians address the unique challenges they face while leveraging and maximizing unique benefits.