Broker Check

Fee-Based Services

Financial advisers can add value in more ways than simply increasing the growth of your investment portfolios. “You don’t know, what you don’t know”. Our role as an adviser is to research new laws, tax efficiencies, and other financial changes and apply them to our client’s financial planning.  Oftentimes, the largest role we play is helping clients avoid making poor emotional choices with their money.

Core Investment Management

Core investment management is for those client’s who would like for us to manage their assets but are not interested in additional financial planning services.

  • Goals and objectives review
  • Custom analysis of risk tolerance
  • Investment management agreement
  • Overall net worth analysis
  • Cash flow and budget review
  • Asset allocation review
  • Portfolio rebalancing
  • Portfolio performance reporting
  • Tax and cost-basis reporting

Holistic Financial Planning

We refer to this as our “Living Planning”.  Clients who want us to create a plan, implement their plan, and continue with them along their financial journey as their trusted adviser can request that we manage their assets.  These clients become Knox Grove “Living Plan Clients” We do request a minimum level of assets to qualify for the following ongoing services.

  • All services included in Core Investment Management.
  • Comprehensive financial plan
  • Business balance sheet review and analysis
  • Retirement needs analysis
  • Income distribution strategies
  • Education planning and funding
  • Tax planning
  • Comprehensive insurance planning
  • Estate planning services
  • Consolidated online account access
  • Secure e-document organizer
  • Personalized Financial Website Access (E-money)

Additional “Living Plan” Services when necessary:

  • Strategic planning for wealth conservation
  • Charitable gifting strategies
  • Collaboration with other professionals
  • Tax-optimized investing and giving
  • Executive compensation planning for:

– Deferred compensation
– Stock options
– Concentrated portfolios

  • Business financial planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (609) 216-7440