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.
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
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
How Income Taxes Work
A quick look at how federal income taxes work.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
What kind of auto insurance should you have? Do you know?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Your credit score may influence how much you pay for auto and home insurance.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Learn how to harness the power of compound interest for your investments.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
There are hundreds of ETFs available. Should you invest in them?
What is your plan for health care during retirement?
Do you have causes that you want to support with donations?
If you died, what would happen to your email archives, social profiles and online accounts?