Our clients are a diverse group ranging from individuals and families to businesses. We recognize the differences in the lives and business of our clients and we are committed to providing personal financial guidance.
Many of our clients came to us seeking a plan for a new beginning. Many are widows or experiencing a divorce. Each scenario brings profound change and uncertainty to life. They sought a strategy unique to their situation where technical expertise could be implemented in an understandable and approachable way. Some were overwhelmed with the sole burden of managing their financial affairs and wanted a trusted advisor to shoulder these decisions allowing them to focus on areas they enjoy most.
"42% of all women lack financial security."
Source: Analysis of U.S. Census data by Wider Opportunities for Women
You may find yourself asking:
We invite you to review our article titled "Women and Money: Taking Control of Your Finances".
And if you would like to talk with us, please contact us here.
You should discuss tax or legal matters with the appropriate professional.LEARN MORE
As the date you worked towards for so long approaches, you may have many unanswered questions. Clarity in your decision is vital as you choose between retirement options. Perhaps you need an experienced voice to help you anticipate what the next phase of your life will look like.
We can help you address these important choices and guide you in answering the following:
The following article, "Reaching Retirement: Now What?", provides more information.
For over 15 years we have helped clients answer questions like these, and we can assist you with your personal situation as you plan for retirement. We invite you to call 985.641.0111 or contact us here for a complimentary consultation.LEARN MORE
You are entering the phase when your income becomes dependent on your investment portfolio. This can be overwhelming in today’s financial environment. Concerns such as running out of money and wondering if significant lifestyle changes are needed may weigh on your mind. In addition, the role Social Security plays in retirement is often misunderstood.
This can be the time when you take a good look at your entire financial picture and ask yourself several important questions:
You may find yourself consumed within your own expertise with little time to devote to your bigger financial picture. A lack of focus on retirement goals, for example, can be costly in both time and money. Also, working with an advisor who can coordinate the services of other skilled advisors can help to minimize taxes and lead to greater control over your financial future.
Many of our professional clients came to us with some of these questions, seeking a synchronized approach to their financial lives.
Knight Wealth Services team will be happy to look at your current retirement plan or review your financial goals to begin a path forward. Please contact us to set an appointment or call 985.641.0111.For more information you can view the following article: Getting Help from a Financial Professional. LEARN MORE
Disaster, upheaval, and catastrophe are words we hear on a daily basis. These words can be overwhelming, cause uncertainty, and inaction for investors. Procrastination and emotional responses to events are possible causes for retirement portfolios underperforming.
As Washington D.C. and the news media move from one crisis to the next, investors should ask themselves:
Am I in the appropriate portfolio?
Is my portfolio equipped for interest rates rising?
What contributes to the volatility of my portfolio?
Am I confident that my retirement plan is on track?
Your financial wellness is about structure, clarity, confidence and making sure it is aligned with your long-term financial goals. Our passion is to help people turn seemingly impossible goals into a routine that can be achieved over time. Our process focuses on:
The Importance of a Financial Second Opinion
Your Financial Well-being is critical to stability and independence. Whether you are currently working with a financial advisor or trying to manage your finances yourself, a second opinion can give you a brand-new perspective.
We Invite You To Take Two Steps:
First, look over the "7 Key Questions You Should Ask Your Financial Advisor" , then, gain greater control over your financial future.
7 Key Questions You Should Know About Your Financial Advisor
Sudden Money is a term coined to refer to an individual’s financial life changing in an instant. This could be the result of an inheritance, a lawsuit, or even winning a lottery. Regardless of how it happens, you need to make critical financial decisions in order to preserve and maintain the windfall. The effects of these decisions will have lasting consequences and therefore require guidance and expertise.
Consider the following questions:
We invite you to call Knight Wealth Services at 985.641.0111 to schedule a complimentary consultation to discuss your unique situation.LEARN MORE
With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.LEARN MORE