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.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
In the face of divorce, making changes to insurance coverage may be overlooked.
Building wealth requires protection from the forces of wealth destruction.
Is your estate in order? This short quiz may help you assess your overall strategy.
An inside look at how marginal income tax brackets work.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Life insurance proceeds are generally tax-free. But not in all cases.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your capital gains tax.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Smart investors take the time to separate emotion from fact.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A special needs trust helps care for a special needs child when you’re gone.
Investors seeking world investments can choose between global and international funds. What's the difference?
You’ve made investments your whole life. Work with us to help make the most of them.