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).
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
There are common mistakes you can avoid when saving for retirement.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Beware of these traps that could upend your retirement.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
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 some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
You’ve made investments your whole life. Work with us to help make the most of them.
Why are 401(k) plans, annuities, and IRAs so popular?
Pundits say a lot of things about the markets. Let's see if you can keep up.
It's easy to let investments accumulate like old receipts in a junk drawer.
Understanding the cycle of investing may help you avoid easy pitfalls.