How We Work
McKnight Advisory Group works to help our clients reach their greatest opportunity for success. We do this because we believe that our clients deserve all of the resources we can provide to reach their goals in the areas of Financial Planning, Medicare and Insurance Planning, and Employee Benefits, and 401(k).
Our clients appreciate that we listen to understand their goals, are proactive with our proven processes, all while being educational and building life-long relationships.
McKnight takes a holistic approach by working collaboratively within our office. For example, our Private Wealth team works with our Medicare team to help our clients retire successfully, and our 401(k) team communicates with our Group Benefits team to see that our Employer and HR clients are given top resources and communications to educate and care for their employees – these are representatives of ways we work together to build relationships and create a winning environment.
Investment & Retirement Solutions
Group Benefits & HR Solutions
Medicare & Insurance Solutions
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
firstname.lastname@example.org | 615-895-8574