As Certified Financial Planner® professionals our goal is to help you define what financial success looks like for you and then help you choose the path that will get you there. We design and implement plans to create and preserve your wealth while addressing every stage of your financial journey, from retirement planning and risk management to tax and estate planning strategies.

• Wealth Management

  Wealth management goes beyond basic planning and can encompass various aspects including financial planning, tax strategies, estate planning strategies and insurance considerations. We take a comprehensive approach to help you preserve and accumulate wealth with the goal of maximizing returns while minimizing costs, risks, and tax liabilities. 

• Financial Planning

  Our financial planning process involves creating a comprehensive “Living Plan” that provides a clear Path Forward for you to reach your stated goals and objectives. From gathering facts and analyzing your needs, to creating and implementing a strategy, our financial planning process is designed for those who seek a long-term strategic partner and coach to advise on financial matters.

• Retirement Planning

  Maintaining your standard of living during a retirement that could last as many as 30 years takes expert planning. You want a strategy that will help you ease into retirement and include a provision for lifetime income, a plan for long-term care costs and a process to protect your estate and transfer your assets according to your wishes. 

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• Tax Planning Strategies

  As part of the planning process, we consider strategies that can help ease your tax burden. Some taxes can be deferred, and others can be managed through tax-efficient investing. Charitable contributions, life insurance policies and investing in tax-deferred accounts can all be used as part of a tax efficient strategy. The goal is to structure your finances in a way that minimizes your tax liability.

• Estate Planning Strategies

  Preparing for the transfer of assets at death is a critical element of your overall financial plan, especially if there are survivors who are dependent upon the assets for their financial security. We work hand-in-hand with estate attorneys to ensure you have a plan in place for a tax efficient estate transfer.

• Insurance for Risk Management

  Life is full of major events that can impact your need for insurance coverage. There are times you will need to protect yourself and your family from undue hardships. Knox Grove’s Insurance Specialist will work with you to develop a customized plan for your Life, Long-term Care and Disability insurance needs to support your estate and financial plan.
  
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• Medicare Guidance

  A well-structured Medicare plan is a crucial part of your overall retirement strategy. Knox Grove’s Medicare Specialist can help you understand key Medicare terms, deadlines, and coverages, guide you through the enrollment process and help you choose a plan that’s right for you.
  
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