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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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.
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Individual Bonds vs. Bond Funds: What’s the Difference?
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.