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The Real Cost of a Vacation Home Coaches When Special Care Is Needed: The Special Needs Trust

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.

Learn More > 

 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

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.