At Knight Investments Group, Inc., we approach financial planning differently than most. We believe an informed and educated consumer will always make the best decisions for their family.
We also understand that many people are cautious about discussing their finances. Therefore, we've created a safe place to have open and honest conversations about financial planning. The first (and most important) step of the process? Learning about you and what’s important to you. We offer the flexibility to meet in-person, over the phone, or through a virtual appointment. From there, we’ll make recommendations based on your needs, goals, and comfort zone, whether that means accumulating wealth in upmarkets, minimizing risk in falling markets, or creating a stream of income for your entire retirement.
Here are just a few products and services that fall under our areas of expertise:
Retirement Planning
Portfolio Management
Tax Strategy Planning
Employee Benefits
Annuities (Protection of Income)
Long-Term Care Insurance
Life Insurance
Disability Income Insurance
Determine if your plan is on target.
Is your Investment Strategy aligned to meet your goals?
Are you saving tax efficiently?
Does your plan protect your income?
Does your plan preserve your assets?
How does your financial plan affect your family?
If you answered no or if you're unsure of the answer to any of these questions, make an appointment to speak with Nathan or Jamie about your financial goals and dreams!