David Mc Knight, CFP®
My planning philosophy is to gather adequate reliable information about a client's personal financial situation; to determine the client's goals and objectives, time horizon, and risk tolerance; to analyze all of the forgoing information in an objective manner and to develop recommendations for my clients based upon this thorough analysis and in the interest of rendering disinterested advice. In a planning engagement, I endeavor to consistently act in the interest of my client and to place the client's interest ahead of my own. Moreover, I believe that a client should be both informed and proactively involved in their personal financial affairs.
The material contained on this website is for informational purposes only and is not to be considered an offering of any security or that Planned Financial Consultants (“PFC”) is offering tax or legal advice. PFC believes the source of information is reliable but cannot guarantee that the information contained therein is accurate and any expressed opinions are not necessarily those of PFC.
Newsletters
-
Mixing It Up: Asset Allocation and Diversification
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
-
Charitable Gifts of Life Insurance
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
-
After the Loss of a Loved One, Watch Out for Scams
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
-
It’s Complicated: Inheriting IRAs and Retirement Plans
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
Calculators
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.