Understanding Today’s Financial Environment
At Knox Capital Group, we focus on helping affluent individuals and business owners navigate the complex financial environment their success has led them to. These individuals and families face significant challenges as they try to navigate how to efficiently optimize their estate while planning for future generations, and in finding the best way to structure their enterprise before, during, and after exiting their business.
Our professionals have the expertise, experience, and passion necessary to create sophisticated strategies designed to accommodate situations such as these. We are focused on creating and retaining value for affluent individuals by developing and implementing a customized plan for today’s increasingly complex financial landscape.
Who We Are
Specializing in succession planning, life insurance, and wealth transfer, we use our experience and expertise to add unique value to affluent clients seeing to optimize their financial resources.
What We Do
Considering all aspects of your personal financial landscape, we hold ourselves to a very high standard as we strive to add value and achieve your goals.
How We Do It
Our team of specialists will take the time to listen to you, understand your goals, present solutions, and deliver exceptional care and attention.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Is your estate in order? This short quiz may help you assess your overall strategy.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
When considering life insurance, it's important to understand your options.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Do you have causes that you want to support with donations? Here are three tips.
Smart investors take the time to separate emotion from fact.