Jerry King CFP®, CMFC®, AIF®
With over 35 years of employee benefits and financial planning experience, Jerry specializes in designing retirement distribution and portfolio allocation strategies to match the individual's income goals and circumstances. He provides one-on-one consultation with his clients to assess their needs and help them build an effective investment program for the future.
Jerry is passionate about education. He has experience lecturing at Purdue University, and holds workshops on retirement distribution planning, asset accumulation, and debt management. In 1997, Mr. King co-founded a local non-parochial school foundation, The Beech Grove Education Foundation, which has now grown to provide several advanced education scholarships.
Mr. King and his wife have been married for over 50 years and have two children and two grandchildren. In his spare time, Jerry enjoys reading, traveling, and woodworking.