We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.
Financial Services
Financial planning for retirement and investing may feel overwhelming. For some, that feeling is what keeps them from focusing and implementing a plan.
Employee Benefits
McKnight's Benefits Valet is a menu of services and resources designed to help employers navigate the complexities of Employee Benefits management and give them their greatest potential for success.
Medicare
McKnight offers advisory services and insurance products to guide you through the Medicare process and assist you with life’s unexpected events.