Our passion is helping our clients achieve their greatest potential for success.
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.
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.
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.
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.
McKnight's Core Values
Our Proven Process
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.
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.