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5 Times You’ll Be Able to Teach Your Kids About Money Management
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Matt Knauer
Financial Advisor
Saving by design instead of by default
Our value to you:
Our team is dedicated to serving time-starved successful individuals. We empower confidence and clarity in individuals, families, and businesses to make sound decisions regarding their financial futures. We cut through the noise to help clients prioritize their competing goals. We provide the best advice and solutions to help them save by design instead of by default.
My mission:
Helping those I serve gain financial clarity, flexibility, and confidence so that they can be intentional with what matters most.
I serve clients by aligning their balance sheets with their goals. After learning what and who my clients care about, I provide high-integrity advice, tax-efficient strategies, and forthright feedback to get them to their goals.
My Core Values
- Begin with Gratitude
- Family First
- Generosity
- Progress, not Perfection
- Lifelong Learning
- Intentional Living
EMERGING AFFLUENT
- Comprehensive Financial Planning
- Life-stage Planning (house, wedding, etc.)
- Tax-Efficient Investing and Planning
- Risk Management (Life Insurance, Disability Insurance)
- Retirement Planning
- Investments Planning
- Debt Reduction Planning
- Kid's College Education Planning
- Special Needs Planning
BUSINESS OWNERS
- Business Planning and Valuation Analysis
- Business Succession
- Buy/Sell Funding
- Key Person Insurance
- Executive Benefit Plans
- Deferred Compensation
- Group Life and Group Disability
- 401(K)
- Executive Bonus Plans
- Benefit Financing for Existing Liabilities
- SERP, Financing and Accounting
RETIREES
- Specialized Retirement Planning
- Retirement Income Analysis
- Dynamic Withdrawal Strategies
- Social Security Optimization
- Long Term Care Planning
- Total Wealth Asset Allocation
- Tax Bracket Management
- Legacy and Estate Planning
Let’s book a 15-minute online discovery meeting to learn more about how we can help you build a solid Financial & Retirement plan to help you enjoy the freedom of having extra time in your schedule for the truly important things.