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

NOTICE TO CLIENTS

Effective today (3/23/20), for your safety and the safety of others, our office is temporarily closed to ALL clients and visitors.

My in-office hours, until further, are Monday thru Friday 8am to 1pm PDT.

As always, I am available to assist you in a variety of ways – office phone, mobile, e-mail or this website. Stay home, stay safe and be well.

-Todd


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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Helpful Content

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What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

 

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Annuity Comparison

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

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Surprises

Making the most of surprises is a great reason to work with us.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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