Happenings
LEARN, Our Monthly Education Series Starts In September!!!
08/28/2023: At Knox Financial Services, we believe knowledge leads to better outcomes. Presenting information may spark your interest, answer a question you may have, or start a conversation.
Every other month on the third Wednesday at 5:15pm CST, we present information on various financial topics, including financial planning, estate planning, saving for various goals, gifting, investment strategies, goal planning, and retirement strategies. In addition, we may present topics that are not financially related.
LEARN sessions are planned to be 20-25 minutes. Questions may be asked at the session, or to maintain confidentiality on specific questions, please direct follow-up questions to your Advisor.
If the topic is outside our of expertise, we invite experts in the topic to present information we believe to be useful.
You may attend in person at either our Decorah or West Union office location, via online meeting, or request a replay be sent to you via email.
So Long Bob Cogan
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.
Accelerate Your Charitable Giving With A Match From Knox Financial Services
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.
We are pleased to announce 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.
Choose eDelivery For Your Lincoln Investment Statements
07/11/2022 | Lincoln Investment account owners have the option to receive their statements and regulatory documents via postal mail or eDelivery.
With eDelivery, you receive notification a new document is available in your Lincoln Investment Investor Website. The statement is not included in the email for security, the email is a notification a new statement is available in your website. With eDelivery, you receive your statements days sooner than postal mail. Your website also stores historical statements for later reference.
Regulatory documents, like prospectuses and disclosures may be sent via eDelivery as well. Reduce the mailbox clutter!
We seek to provide information about your accounts that is useful to you. We provide services that allow you to access the information about your account that is most important to you:
- With your Personal Financial Website, you may elect to have a weekly email sent to you with updates about your account. Login anytime to see your account balances and history, and so much more!
- With your Wealth Reporting website, additional information about your account is available at any time, including performance, asset allocation, and benchmark comparisons.
Our Client Service Team will work with you to provide the service, or combination of services that provide you with timely information about your account.
Congratulations Nick!
May 15, 2022 | West Union, IA: Nick completed his senior year at North Fayette Valley! Nick plans to attend Upper Iowa University in the fall and pursue sports therapy. We are proud of the many accomplishments Nick has achieved and the fine young man he is.
“You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose. You're on your own. And you know what you know. And YOU are the one who'll decide where to go...”
―
Knox Financial Says Goodbye to Our Little Buddy, Tucker.
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!