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.
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.Learn More
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.Learn More
When working with local businesses, we focus on employer-sponsored retirement plans and small business owner succession planning.Learn More
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Five strategies for managing your student debt.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
What kind of auto insurance should you have? Do you know?
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Tips on insuring your teen driver.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
If you died, what would happen to your email archives, social profiles and online accounts?
Understanding the cycle of investing may help you avoid easy pitfalls.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What does your home really cost?
There’s an alarming difference between perception and reality for current and future retirees.