Welcome to Knox Financial Services
Invested In Your Financial Journey
Our financial advisors help clients make the most informed decisions throughout their financial journey.
We take the time to learn about your visions and goals. We then use a comprehensive, unbiased problem-solving approach to ensure our solutions are tailored specifically for you, your family, or your business. Our passion is to help you achieve your most important financial goals.
Whether you are experienced in the financial world, or just getting started, we look forward to the journey with you.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Don’t overlook the need for renter’s insurance if you rent your home.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
If you died, what would happen to your email archives, social profiles and online accounts?
A bucket plan can help you be better prepared for a comfortable retirement.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
You’ve made investments your whole life. Work with us to help make the most of them.
$1 million in a diversified portfolio could help finance part of your retirement.