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Grow. Preserve. Enjoy.

Welcome to McKnight Wealth Management.

Before you get started, remember: "People don't plan to fail, they fail to plan." - John Beckley.

Plan for your 20s

Plan for your 20s

Investment Accounts
Initiate the building of a diversified investment portfolio tailored to your long-term goals, enhancing your investment strategy and financial outlook.

Plan for your 30s

Plan for your 30s

Comprehensive Financial Planning
Get customized financial plans covering investments, insurance, and debt management.

Plan for your 40s

Plan for your 40s

Estate Planning Services
Initiate the process of crafting wills, trusts, and estate planning strategies to safeguard your assets and secure your legacy.

Retirement Planning
Begin your path to financial security by contributing to retirement accounts like IRAs and 401(k)s, ensuring long-term financial planning and stability.

Homeownership Guidance
Get expert guidance on mortgage planning and strategies for achieving homeownership.

Life Insurance Options
Assess and secure life insurance coverage to safeguard your income and financial security.

Budgeting Tools
Access user-friendly budgeting tools that effectively manage your income and expenses, enhancing your financial management skills.

Emergency Fund Management
Create effective strategies to establish and sustain an emergency fund for unforeseen expenses, optimizing your financial preparedness.

Tax-Efficient Investing
Enhance your investment strategies for optimal tax efficiency, maximizing your returns and financial growth.

Plan for your 50s

Plan for your 50s

Retirement Income Planning
Discover powerful retirement planning techniques, including pension options and withdrawal strategies, to secure your financial future.

Plan for your 60s

Plan for your 60s

Social Security Optimization
Unlock insider tips for maximizing your Social Security benefits with this comprehensive guide.

Plan for your 70s+

Plan for your 70s+

Required Minimum Distribution (RMD) Management
Get expert assistance in managing RMDs from your retirement accounts.

Long-Term Care Insurance
Discover comprehensive long-term care coverage options to safeguard your assets and secure your financial future.

Medicare Planning
Manage healthcare expenses efficiently with tailored Medicare planning services designed to navigate costs effectively.

Legacy Planning
Craft impactful strategies to create a lasting legacy through charitable giving or trusts, enhancing your online presence and philanthropic impact.

Wealth Transfer Solutions
Craft a strategic wealth transfer plan to efficiently pass on assets to your heirs, ensuring a secure financial legacy.

Portfolio Adjustments
Optimize investment portfolios for stability and income generation throughout retirement with expert guidance and strategic adjustments.

Estate Review
Ensure the ongoing relevance of your estate plans by conducting regular reviews to align with your current goals, boosting your search engine visibility and impact.

Financial Planning

Financial Planning

Are you feeling overwhelmed by retirement and investment planning? At McKnight, we understand the complexities that can hold you back. Our tailored financial planning services, including our Proactive Proven Process, are designed to alleviate your stress, and set you on a path to financial success. Whether you're aiming to grow your savings, transition careers, or plan for retirement, our proven process will guide you every step of the way. Take control of your financial future today by scheduling a consultation with one of our expert advisors. Click the link below to get started!

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