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Business Succession Planning Wealth Transfer & Insurance Wealth Management

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.


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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.

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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.

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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.

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Helpful Content

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

 

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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