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.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
There are ways to improve your physical fitness without denting your fiscal fitness.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Ascertaining the value of your business is important for a variety of reasons.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How will you weather the ups and downs of the business cycle?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
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.