Families & Individuals
Helping You & Your Family
Sculpt Your Financial Future
With Knight Financial by your side, you can navigate the uncertainties of the financial landscape with confidence and stability. We seek to calm the fears that keep you up at night and provide solutions to your biggest financial challenges. If you’re worried about tax implications from an inheritance, or needing reassurance you have enough to retire, our comprehensive, independent advice can help you make informed decisions about your future.
Investment Management
We help you navigate the complexities of the market, constructing diversified portfolios designed to achieve your objectives.
Retirement Planning
We develop strategies to help ensure a comfortable and secure retirement while helping you achieve your life goals along the way.
Estate Planning
We work with you to create a comprehensive estate plan that minimizes tax burdens and helps ensure your assets are distributed according to your wishes.
Philanthropic Giving
We help you align your charitable giving with your values, maximizing your impact on causes you care about.