Broker Check
 

Financial Services

Planning financially for retirement and for sound investing may feel overwhelming. For some, that feeling is what keeps them from really focusing on and implementing a plan. If you haven’t started planning for your retirement or for your financial future – do yourself a favor and make TODAY the day you begin.

Learn More

Insurance

We believe that insurance plays a foundational role in protecting savings and your family in the case of a chronic illness or unexpected medical event. McKnight offers advisory services and insurance products to guide you through the Medicare process and assist you with life’s unexpected events.

Learn More

Benefits

Our goal is to provide a unique set of services catered specifically to you and your company’s needs. That is why we created the Benefits Valet. ™ A Service Matrix completely dedicated to providing you with services that allow you to focus on what is most important – growing the business.

Learn More

401k

McKnight provides valuable support to employers who offer retirement plans to their employees. Retirement plan members receive a unique menu of services including risk tolerance analysis, asset allocation, and annual financial planning.

Learn More

Resource Center

<p>What Can a Million Dollars Buy You?</p>

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.
Learn More
<p>Donating Art: Taxation Abstraction</p>

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.
Learn More
<p>Historical Inflation</p>

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.
Learn More

More About Us

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Learn more
Our Story

Our Story

Years of experience have prepared us to guide you through your life transitions.

Learn more
Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Have a Question?

Thank you!
Oops!

Get Financial News & Updates Delivered to Your Inbox

Thank you!
Oops!

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This ebook has the tools you need to get started developing your Social Security strategy.