Amy King, CFP

I'm a Certified Financial Planning professional with rich and diverse experience spanning over 30 years in the ever-evolving financial services industry. Throughout my journey, I've delved into everything from banking and loans to insurance and investments, gathering insights that have become the cornerstone of my expertise.

My career began at one of the nation's largest banks, where I immersed myself in the intricate world of finance, learning the ropes and unraveling the complexities of the market. Later, I had the privilege of being a part of Bessemer Trust, a prestigious private New York firm, where I honed my skills in wealth management and investment strategies to create customized solutions for my ultra-high net worth clients.

I specialize in tax mitigation and wealth accumulation strategies. My mission is to help medical professionals navigate the complex world of finance, enabling them to maximize their earnings and secure their financial future.

With a deep understanding of the financial challenges and opportunities specific to the medical field, I provide tailored advice that considers your personal and professional goals. Whether you’re planning for retirement, looking to grow your wealth, or seeking ways to minimize tax liability and mitigate risk, I offer solutions designed to optimize your financial health.

My approach is rooted in a commitment to continual learning, ensuring that I stay abreast of the latest developments in tax law and financial planning strategies. This dedication to knowledge, combined with a genuine care for my clients’ financial well-being, allows me to provide a service that goes beyond mere numbers.

As a special consideration for clients of April Martin, I am offering my signature Hour of Power quick start meeting at no cost.  What you will receive is 1 hour of my expert review of your current financial situation, detailing some immediate strategies that you could implement to potentially reduce your financial risk, learn about tax saving strategies, pay down or eliminate student loan debt and save more for retirement.

Let’s work together to turn your financial goals into reality. Your journey towards financial freedom starts here.