Happenings

April 28, 2026  |   The Personal Financial Website mobile app for Android and iPhone gives you a secure, convenient way to stay connected to your complete financial picture anytime, anywhere. With an intuitive design and real‑time updates, the app allows you to view your net worth, track spending and cash flow, monitor investments, and access important financial documents—all in one place.

Seamlessly synced with your advisor’s planning tools, eMoney puts powerful financial insights at your fingertips so you can make informed decisions and stay on track toward your goals with confidence.

April 28, 2026  | At Knox Financial Services, we continually seek tools to deliver proactive, high‑value advice, which is why we leverage the Tax Center. This powerful tax‑planning platform allows us to analyze your current tax situation, identify opportunities to reduce lifetime tax liability, and model forward‑looking strategies with clarity and precision. By integrating tax insights into your broader financial plan, Tax Center helps us move beyond last year’s return and focus on smarter, year‑round tax decisions—so you can keep more of what you earn and stay aligned with your long‑term goals.

April 25, 2026  |  West Union, Iowa: Clients were able to shred their secure documents with a professional service.  An awesome spring day was the perfect background.

Khiara Ford is Knox Financial Services Virtual Sales Assistant (VSA), bringing extensive operational expertise to strengthen our team. She holds Series 7 and 63 FINRA registrations and is certified as a Lean Six Sigma Yellow Belt. 

As an employee of Lincoln Investment, Khiara supports us through their VSA program, which Knox Financial Services contracts with to enhance our service capacity.

Working from Lincoln’s home office, Khiara efficiently processes operational requests, allowing our local team to focus on serving our clients.

January, 2026  |  West Union, Iowa:  Lincoln Investment team members (left to right) Amber Murray, Sr. Training Coordinator; Anthony Bueti, Senior Vice President, Operations and Service; and Eric Jones, Asset Management Consultant, joined the Knox Financial Services Team for consultation, cross-team idea exchanges, and training.    

The groups collaborated on practice management, account servicing, technology opportunities, personal portfolio management, and product solutions.  It was a valuable opportunity to share ideas, identify efficiencies, and strengthen cross‑team relationships.

After work, our teams also enjoyed local dining and culture, with more opportunities to connect and share ideas outside the formal meetings.  

Pennsylvania's weather and the airlines' understandable reluctance to fly into a blizzard kept Kathy Leckey, Lincoln's President and Chief Operating Officer, and Chrissy Hazleton, Advisor Service Associate I, from attending as planned.  We look forward to their rescheduled visits.

The entire team at Knox Financial Services thanks our Lincoln Investment counterparts who braved the Iowa weather to join us in enhancing the services we provide to our clients. 

Amber and Jason are committed to our community and helping those in need.  We have made the decision to expand our efforts.  As we visit with clients, we hear about many charities we wish to support and perhaps you will also wish to support.

A reminder of our donation matching program. 

We believe that matching your charitable donations (maximum $1,000 per month) will have meaningful impact on the charity's mission, create awareness, and perhaps inspire others.  The charity will benefit from our collaborative donation because of you, as the donation will be in honor of our clients.

Giving back to the community is part of both how Amber and Jason choose to live, as well as part of our team culture.  Our entire team is committed to helping those in need.   

Robert Cogan passed away on June 20, 2023 while fishing, a favorite pastime.

Bob was instrumental in helping us form Knox Financial Services, a great long-time consultant and amazing friend.  Our lives are better for having known Bob.

Mr. Cogan was the managing principal of Strategy B4 Tactics, a financial services consulting firm.  Mr. Cogan had over four decades in the financial industry and later specialized in transition/succession planning, converting strategic plans into goals, and consulting and coaching to help clients achieve those goals. His focus was on a team approach and instilling the importance of each team member’s contributions.  

May 18, 2020  |  Madison, WI:  Tucker passed away peacefully after a brief illness.  Tucker was our canine Greeter and Chief Fun Officer (CFO) from 2009 to 2020.  Tucker assisted in the establishment of our Decorah and West Union office locations.  When Tucker visited our offices, he would greet our guests, guard the door, enjoy resting in the sun, and alert our team to anyone or anything that passed by.  He would also remind our team when it was time for ear scratches or a treat.  Tucker always brought smiles to our faces.  Dearly missed, always loved, forever in our hearts.  We love you, Tucker!