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Services

At Knapp Financial Advisors, we understand that each client’s financial situations and goals are unique and require a personalized approach to planning and investing. We also understand that many investment objectives can change over time. Whether it’s saving for your children’s college education, planning for retirement, or protecting assets for future generations, we offer the financial planning resources and ongoing management necessary to help you succeed.

We follow a customized personal approach as an independent financial planning firm.

Building relationships that will last a lifetime.

We focus on the following Services:

  • Estate Planning and Estate Settlement
  • Financial Position Planning
  • Retirement Planning
  • Income Planning
  • Family Protection/Security
  • Tax Planning
  • Education Planning

We are Affiliated with*:

The Estate Planning Source – Estate Planning Document Firm – http://www.tepsource.com
Chris R. Laurence, Attorney at Law- Estate Planning
Peter Ferrin, CPA-Taxes
The Planners Network- Professional Association – theplannersnetwork.com

*These third parties are separate from and unrelated to The Certus Financial Group. 

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