Broker Check

Wealth Transfer & Insurance

Knox Capital Group delivers powerful wealth transfer strategies and insurance solutions to our clients. Through effective processes and case design we develop the most efficient plan to fulfill our clients' objectives. With strategic partnerships and collaboration with our clients' professional advisors the best outcome for each client is obtainable. We have found we can add significant value in the areas of:

  • Estate Plan Design
  • Life Insurance
  • Long-term Care

Estate Plan Design

Designing the proper estate plan is critical in assuring our clients values and objectives continue beyond their lifetime. The estate plan is the blue print to assure efficient asset transition by reducing exposure to tax. We work hand in hand with our clients' attorneys to design and implement the appropriate strategies.

Life Insurance

Life insurance helps manage risk and protect your family from financial disaster in an emergency situation. There are many unique characteristics of life insurance making it appropriate to use in a variety of situations. This customization provides you with a product that is specific to your personal situation and needs.

Long-term Care

Long-term care refers to the services, medical and nonmedical, provided to those with chronic illness or disability who cannot take care of themselves.

While LTC can be provided in a variety of circumstances (retirement centers, assisted living facilities, at home), the high costs associated with LTC can be burdensome.

Knox is dedicated to help you prepare for the future by choosing and designing a plan suited to your specific needs.

Disability Insurance

Disability insurance is a way to protect your income if you are unable to work due to sickness or injury. This source of income will help replace what was lost, providing financial support, until you can get back on your feet.

As an individual, disability insurance will protect your family or loved ones from heavy financial burdens. As an employer, disability insurance can protect the future success of your business if a key employee becomes disabled.

Ideally, you will want to minimize both the effect of the cost of coverage and the effect of the disability on your family or company.

Knox is prepared to help you find the right protection for you and/or your executives.

How We Are Different

A well designed insurance policy can provide retirement income, fund future projects, and offer peace of mind to your loved ones. We incorporate life insurance in your overall financial plan. We view life insurance as another asset class, a great diversification tool.


We have over 100 years of collective experience in the financial services industry. We have yet to find our equal in the combination of breadth and depth of knowledge to apply to finding the best solution for your situation.


We don’t work for a brokerage company or insurance company – WE WORK FOR YOU. We represent you to the marketplace to find the optimum solutions. The only determining factor is your well-being and suitability.

Proprietary Products

We believe “off-the-shelf” products typically don’t meet the needs of our clients. Through our partnership with M Financial we offer more than 25 proprietary priced products. This results in pricing enhancements that are uncommon in our industry.

The Power of M Financial

Our partnership with M Financial means our clients keep more of what they make.