Ask your question about your financial Journey, just submit a request below:

Login or sign up for your Account Access.  We provide three different systems for account access, each focused on specific information about your accounts.

If you have a question, something to discuss, or wish to review your account,  we offer a range of days, times, and ways to meet to accommodate many schedules.

Contact your Advisor with a message via email, text, or online message.

Knox Financial offers a free, completely private and secure financial planning tool to help you see if you are on track to reach your goals.

Our quick questionnaire helps you determine the right amount of risk for you. Risk analysis may help your portfolio match your investment  expectations.

A second opinion of your financial situation may also provide you a new perspective, useful information, or reassurance. 

Changing your investments to a new firm or advisor is a major decision.   See how we evaluate if a change is suitable for you.

Please tell us about you by providing the basic information needed for our planning or investing services.

Stay informed about the economy and markets with our weekly, monthly, or quarterly newsletters.

Stay up to date with current financial topics covered in the Knox Financial Minute newsletter.   

Learn about the special retirement plans available for governmental employees

Do you have new contact information?  Please update your information with us.

Designate or update your beneficiaries.

Designating Trusted Contacts allows us to contact your trusted person in cases of emergency, or under certain circumstances, such as a change in your health status.

If you have changed  banks, please update your information, so your bank account remains linked to your investment account.

Knox Financial Services provides our clients with their own secure online folder as an easily organized way to backup your files and documents, and allows you to to access them at any time, on any device, with your unique login. 

Do you wish to send us a document securely?  Our ShareFile service allows easy uploads of documents to us.

Lincoln Investment statement notifications may be sent to your email, reminding you to login to view your account statements online. 

Receive your account information sooner than postal mail.

Required Minimum Distributions (RMDs) are the amounts that you must withdraw each year from your Traditional IRA, employer-sponsored retirement plan "401(k)", 457(b), or tax sheltered account "403(b)" plans.