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.
What's Your Business Worth?
Use our Valuation Tool to estimate the value of your business.
(Note: In order for our report to be of the most value to you, please only fill out if your company has done over $1M in annual revenues).
Insurance Needs Assessment:When You're Married With Children
When you’re married and have children, insurance needs will be different.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Even low inflation rates can pose a threat to investment returns.
$1 million in a diversified portfolio could help finance part of your retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here are five facts about Social Security that might surprise you.
Do you know these three personal finance sayings?