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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. McKnight follows a proactive proven process to help you reach your greatest potential for success.

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Medicare & 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.

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Employee 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.

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401(k)

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.

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Life Insurance

No one really wants to think about life insurance. But if someone depends on you financially, it is a topic you really shouldn’t avoid. Getting insurance doesn’t have to be hard (or boring). Let the McKnight Advisory Group Advisors answer your questions and help you make informed decision for protecting your loved ones financially.

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Long Term Care

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.

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Disability Insurance 

One in four workers will become disabled before retirement age. Most disabilities are caused by sickness, not injuries in the workplace. Attorneys, computer software professionals, doctors, and other high earners have made their education and career a top priority in their lives.

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Policy Review

A lot can change in your life after you buy a life insurance policy, and those changes can have a significant impact on your policy. A policy review helps keep your financial strategy intact.

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Meet Our Newest Team Member: Shelli Jessie

Meet Our Newest Team Member: Shelli Jessie

"January is my favorite month and not just because it begins with my birthday (Jan. 3)." - LOL!

l love fresh starts, New Year goals and the adventures of living life to my fullest! My life motto comes from Micah 7:7; "But me; I'm not giving up. I'm sticking around to see what God will do. I'm waiting for God to make things right." (The Message). Another verse based on focus is from Colossians 3:2; "Set your mind on things that are above...." I believe in looking upward and outward for each day with a positive attitude. 

My three favorite words are Family, Friends and FUN! I am blessed to live close to family here in Rutherford County and Louisville, KY, with many long-term friendships here in Middle Tennessee and across the country.  If I don't already have a friend in the State, I would like to travel and bring a friend with me or make a new one!

It has been a great joy and privilege to work alongside my colleagues at McKnight Advisory Group. My colleagues provide a standard of excellence and have welcomed me in as one of the family!  Working alongside Hillary Broome (aka "Mr. Medicare") since joining their Medicare team just prior to the 2022 Annual Enrollment Period, has provided a wealth of education and expertise necessary to assist our clients in the navigating through the Medicare process."

Resource Center

The Ivory Tower Changes Wall Street

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
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Lifetime of Earnings

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.
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Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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More About Us

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Notice of Privacy Practices

This provides notice of the privacy practices and policies of McKnight Advisory Group, Inc.  We will not rent, lease, or sell your information to anyone. These protections have been adopted to ensure that the information that we obtain and maintain for our clients and customers, which may also include information about the employees, dependents, former employees and dependents, and other eligible participants on a group health plan for which we are providing services (“Protected Parties”), is protected in accordance with relevant state and federal rules. The Notice outlines our practices, policies, and legal duties to maintain and protect against prohibited disclosure of personally-identifiable financial information (as required by the federal Gramm-Leach-Bliley Financial Modernization Act (“GLB Act”), and the various state laws implementing those requirements), Protected Health Information of those Protected Parties (under the privacy regulations mandated by the Health Insurance Portability and Accountability Act and further expanded by the Health Information Technology for Economic and Clinical Health Act provisions in Title XIII of the American Recovery and Reinvestment Act (“HITECH”) and the regulations related to these laws and mandates), and the protection of personally-identifiable information under 45 CFR § 155.260 (collectively referred herein as “Privacy Rules”).

THIS NOTICE DESCRIBES HOW MEDICAL INFORMATION ABOUT A PROTECTED PARTY
MAY BE USED AND DISCLOSED AND HOW YOU CAN GET ACCESS TO THIS INFORMATION.
PLEASE REVIEW IT CAREFULLY.

THE PROTECTION OF THE PRIVACY OF THE INFORMATION WE MAINTAIN IS IMPORTANT TO US.

CLICK HERE TO VIEW PRIVACY POLICY IN IT'S ENTIRETY

DISCLAIMER: “We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. For accommodations of persons with special needs at meetings call <615-895-8574>”