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Tax Planning White Paper

Below is our 2021 Tax Year Planning White Paper. 

2021 Tax Planning White Paper

Below is our 2021 Key Numbers Reference Guide.

2021 Key Numbers

The 2021 Tax Year Planning White Paper and 2021 Key Numbers Reference Guide are complimentary and no personal information is required to open the file.

For a printed copy, please stop by one of our offices:

122 Winnebago Street, Decorah, IA 52101

309 HWY 150 N, West Union, IA 52175

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Our Focus Is Your Financial Success

We work with a select group of successful individuals, families, and businesses, where our knowledge, experience and services are best suited. We help our clients grow and protect their assets, so they may pursue what is most important in their lives.

If you wish to work with a team that cares, listens to your goals, develops objective solutions, stays in touch with you, and provides exceptional service with reasonable fees, Knox Financial Services is here for you.

We value long-term relationships with our clients, which we call the Journey. As your Journey evolves, we will be there. 

I invite you to consider Knox Financial Services.  We look forward to the Journey with you.

Jason Knox, AIF®, CRC®

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Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC.
Knox Financial Services, LLC and the above firms are independent and non-affiliated.
Neither Jason Knox, Knox Financial Services, LLC., nor Lincoln Investment gives tax or legal advice. Tax services are not offered through, nor supervised by Lincoln Investment.