R. Knapp Financial, Inc.
President & LPL Registered Representative
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address these situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
WHAT MAKES US DIFFERENT?
Our personalized approach to not only recognize, implement, and initiate an individual's financial needs but also your companies retirement plan needs. We will customize the plan blueprint accordingly to what fits you best.
- Investment policy review assistance
- Investment selection support
- Investment monitoring/committee meetings
- Investment replacements and manager searches
- Asset/liability studies
Plan Layout and Form Support
- Technical assistance
- Audit and compliance coordination
- Compliance updates
- Retirement income adequacy studies
- Employee Education
- Employee Transitions
- Annual fiduciary review
- Fiduciary resources
- Fiduciary education
Provider Management and Bench-Marking
- Annual fee and service reviews
- Provider search
- Transition coordination
- Contract negotiations
We invite you to check out all the material on our website. Please call us if you have any questions about our firm or the range of financial products and services we provide access to. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.