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Our Approach

At R. Knapp Financial, our goal is to provide our clients with the financial and retirement planning services suited to their unique needs. We do not offer a "one size fits all" solution - instead, we strive to understand the situation of either the company or the individual, and provide a suitable combination of financial products to help accomplish those specific goals. 

You can feel confident that whatever your financial planning needs, you will find a skilled and trustworthy partner in the team at R. Knapp Financial. 

Qualified Retirement Plans

Designing, implementing, and maintaining an employer sponsored retirement plan is a complex process that requires careful planning, execution and monitoring. We can assist in structuring a retirement package that meets all of these objectives by providing you with access to a wide range of investment options, competitive plan fees, dependable administration options and effective employee education.

We are experienced in retirement plan solutions including 401k, 403b, Simple IRA's, SEP IRA's, Profit Sharing Plans and Defined Benefit Plans.

Retirement Plan Consulting Program

We strive to help companies meet their goals by offering our best practice through our Retirement Plan Consulting Program, using a unique approach, strategic planning, and offering a high level of proficiency to help employees with their retirement needs. 
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Financial Planning/Investment Services

Our team at R. Knapp Financial, Inc. will help you implement a personal investment strategy designed around your unique goals, time frames and risk tolerance. Our clients receive access to the most prominent money managers around the world. We provide continuous investment monitoring and personalized attention to portfolio re-balancing and asset allocation.

Individual Wealth Management

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

We will review each of your current insurance policies, and related financial vehicles, in order to offer options currently available to you that may not have been on the market in years past. We often are able to increase coverage at lower rates, and unlock discretionary capital in the process.

Estate Planning

Our comprehensive estate planning services involve close coordination with your attorney and accountant. We will work with them to manage the tax burden and maximize the value of your estate as assets are transferred to your heirs.