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Understanding Your Financial Needs
Welcome, we're Knapp Financial Advisors, a financial organization located in Calabasas, California. We understand that individuals face unique challenges as they prepare for retirement as well as during their retirement years. We strive to provide long term investment solutions for our clients that will help them achieve greater success in their retirement. We offer an objective, unbiased approach to financial planning. We specialize in Wealth Management, Financial Planning, and Estate Planning and Settlement and service Calabasas, LA County, and Ventura County.
With the support of a team of professionals at Knapp Financial Advisors, we offer a wide variety of retirement planning services that will help us create a personalized approach to financial planning that is customized to your individual income needs and financial goals. We look forward to working with you through all stages of your life.
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Helpful Content
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Saving for College 101
Here's a crash course on saving for college.