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Corporation or Individual, Large or Small

R. Knapp Financial Has a Solution for Your Needs

At R. Knapp Financial, our goal is to help provide our clients with the financial and retirement planning services suited to their unique needs.

Designing, implementing, and maintaining an employer-sponsored retirement plan is a complex process. With our assistance, you can navigate the planning, execution and monitoring required with ease and efficiency. Our significant experience with these retirement plan services includes 401(k), 403(b), SIMPLE IRAs, SEP IRAs, Profit Sharing Plans, Defined Benefit Plans, and Cash Balance Plans.

Retirement Plan Consulting

With the understanding that each of our client’s financial situations and goals are all unique, we begin by getting an accurate assessment of your current circumstances and objectives. Our primary initiative is to help you live your life as you want and to help fulfill your aspirations. After this careful examination, we provide personal, thoughtful and objective recommendations that we believe are appropriate to your individual needs.

Individual Wealth Management