Our business is built on decades of thoughtful client relationships. The importance of these relationships is why we implemented a proactive proven process many years ago, allowing us to best serve our clients and their families. 

We first start with getting to know what is most important to you. We will ask you key questions so that we understand your goals and priorities. Then we share our process and resource guide, followed by recommendations for you to implement that align with your agenda to help you reach your greatest potential for success. Lastly, we continue following our proactive proven process each year to stay on top of your plan and goals.

Financial Services - No matter where you are in your planning stage - building your savings, changing careers, or ready for retirement, we will meet you where you are and implement a collaborative plan to set you towards your goals. Click the link below to learn more about our Investment and Retirement Solutions.

Employee Benefits - McKnight's Employee Benefits segment offers a something unique - our "Benefits Valet". This is a Menu of Services and Resources designed to help employers navigate the complexities of Employee Benefits management and give them their greatest potential for success.

Medicare & Insurance - We believe that insurance plays a foundational role in protecting savings and your family in the case of a chronic illness or unexpected medical event. McKnight offers advisory services and insurance products to guide you through life’s expected and unexpected events.

401(k) & 403(b) Plans - McKnight provides valuable support to employers who offer retirement plans to their employees. Retirement plan members receive the following unique menu of services including a Risk Tolerance Analysis, Asset Allocation, and an annual Collaborative Planning meeting.