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Welcome to R. Knapp Financial, Inc.

We are an independent financial services and insurance consulting firm. Our clients include small & mid size businesses, business owners, retirement plan participants, and their families.

Our Mission is to help our clients realize their financial goals while minimizing exposure to unnecessary risk. As an independent firm we provide customized solutions and strategies that never involve the sale of any proprietary products.We will provide you or your business with access to high quality information, service and products.

      

We welcome the opportunity to introduce our retirement, insurance and wealth planning services.   We hope your visit to our website will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your financial situation.

We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

Retirement Plan Consulting

      

Solutions including 401k, 403b,
Simple IRA's, SEP IRA's, Profit
Sharing Plans and Defined Benefit Plans.

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 Individual Wealth Management

With the understanding that each of 
our client’s financial situation and goals 
are all unique, we begin by getting an 
accurate assessment of your current 
circumstances and objectives. 

Learn More >


Helpful Content

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?