Core Business Services

At King Financial Corporation, we are proud to serve a diverse range of clients by offering the following integrated services, along with our full suite of financial solutions.

Executive Benefits Overview

Attracting and keeping top talent is more competitive than ever. Executive benefit solutions can play a critical role in rewarding key team members and aligning their success with your company’s long-term goals. Below are some examples of programs that can support retention and incentivize performance among your leadership team:

Supplemental Retirement Strategies

Traditional retirement plans often fall short for highly compensated employees due to IRS limits. Supplemental strategies can help bridge that gap, allowing key team members to set aside more income for the future. Plans can be designed with flexibility around how and when contributions are made—by the employee, employer, or both.

Long-Term Incentive Programs

For privately held companies, traditional compensation structures may not fully reward long-term contribution. A customized incentive plan tied to business performance can align leadership efforts with company success, while offering flexibility around payout terms and vesting schedules.

Executive Life Insurance

Executive life insurance arrangements can be structured as part of a retention or reward strategy. In privately held or pass-through entities, these plans can replicate benefits typically reserved for executives in large public corporations. Structuring these as bonus-based programs adds further tax-efficient appeal.

Income Protection for Key Employees

Standard group disability plans often fall short for higher earners, leaving executives underinsured. Supplemental disability insurance ensures that income replacement reflects total compensation—not just base salary. This helps close the coverage gap and provides peace of mind to top performers.

Retirement Plan Consulting

We understand that a strong retirement plan is a critical part of a company’s overall benefits offering. Our approach is centered around helping organizations create effective, compliant, and valuable retirement solutions that serve both the company and its employees.

Plan Structure: We help design plans that balance the needs of business owners, leadership, and staff—maximizing benefits while staying compliant with regulatory requirements.

Cost Review & Benchmarking: Our team regularly reviews plan expenses to ensure your plan is cost-effective and that service providers are delivering value. We assist with provider comparisons and pricing assessments.

Investment Oversight: We offer support as a co-fiduciary, helping maintain and review an Investment Policy Statement (IPS), monitor investment performance, and ensure alignment with participant goals.

Risk Management: Minimizing fiduciary exposure is key. We provide tools and guidance to help your plan committee stay compliant and manage oversight responsibilities with confidence.

Ongoing Support: We coordinate closely with plan providers to ensure consistent, quality service. Our team is readily available to support both your internal team and plan participants.

We support organizations across industries—from healthcare and tech to legal and manufacturing—with tailored benefit strategies that help attract, retain, and reward top talent.

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC*. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with King Financial Corporation. King Financial Corporation does not offer tax or legal advice. Investor Disclosures: https://www.kestrafinancial.com/disclosures

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.