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Our Process

At Knapp Financial Group, our financial services and wealth management process begins with an initial fact-finding conversation where our team of financial advisors will develop strategies that match your overall financial goals and objectives. These strategic planning objectives include: time horizon, risk tolerance, asset class preferences, and rebalancing guidelines.

We will discuss legal document situations, retirement timelines, educational funding, special needs situations, estate preservation and transfer concerns, financial planning and strategic planning. At Knapp Financial Group, as part of our financial services, we will analyze your current investment statements, insurance policies, wills and trust, employment contracts, company benefit statements, and income tax returns. We will coordinate with other current financial advisors including attorneys, accountants, and trust officers.

After careful consideration, we will recommend alternatives through the coordination of personal and business financial planning, repositioning of assets, updating estate planning documents, and an analysis of tax saving strategies. We will implement a timeline with established priorities including checkpoints, continuous monitoring, and follow-through. We will review the overall plan on a consistent basis with quarterly, semi-annual, or annual checkpoints.

We are committed to maintaining a strong relationship with individual clients. We will evaluate your specific situation and determine the appropriate strategies to pursue your personal goals. At Knapp Financial Group; we are confident that our disciplined process will potentially enhance your wealth management experience and help your family in attempting to achieve its financial goals and objectives.


This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.