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
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Read this overview to learn how financial advisors are compensated.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
How literate are you when it comes to your finances? Brush up with these five basics.
In the face of divorce, making changes to insurance coverage may be overlooked.
An increasing number have been developed to help individuals with their personal finances.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Do you have causes that you want to support with donations? Here are three tips.
The decision whether to buy or rent a home may have long-term implications.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When do you need a will? The answer is easy: Right Now.
Here are five facts about Social Security that might surprise you.
Do you know these three personal finance sayings?