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
-
Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
-
HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
-
Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
-
All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
Calculators
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?