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
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Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
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Return of Premium Life Insurance: Protection and Cash Back
This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
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Watch Out for These Financial Pitfalls in the New Year
Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.