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Long-Term Plans A Caring Team A Dignified Approach A Diverse Client Base

How Do You Envision Your Financial Future?

At Knapp Financial Group, we understand that you’ve worked hard to build your wealth. As you prepare for retirement and other long-term planning concerns, make sure that your wealth works hard for you in return. Our firm was founded with the goal of serving you in preparation of retirement and throughout life’s transitions, such as the education of children and grandchildren, the loss of a spouse, a disability and caring for aging parents.


With more than 18 years of experience serving clients and their financial needs, we take pride in knowing we have helped clients successfully navigate through life’s major milestones. We serve clients in the Salinas Valley, Monterey Bay, and throughout the Central Coast. Contact us today and let us help you plan for tomorrow.

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Whatever challenges you face, we work diligently to proactively create strategies tailored to your unique needs and to help you feel confident in your decision making.

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We develop retirement strategies to prepare you for the transition into retirement while also providing ongoing support for individuals and families dealing with significant life events.

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When working with local businesses, we focus on employer-sponsored retirement plans and small business owner succession planning.

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When Special Care Is Needed: The Special Needs Trust

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Social Security: The Elephant in the Room

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Estimate your monthly and annual income from various IRA types.

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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A presentation about managing money: using it, saving it, and even getting credit.

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There are a number of ways to withdraw money from a qualified retirement plan.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Forecast

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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