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
-
Breaking Down the Numbers: The Soaring U.S. National Debt
As of March 2025, the U.S. national debt was a record $36.21 trillion, while the 2024 deficit of $1.83 trillion was the third-highest on record.
-
Life Insurance in Retirement
Life insurance might not seem necessary for retirees or those close to retirement, but there are situations where coverage may make sense.
-
Debt After Death: What Happens to Debt When Someone Dies?
This article provides an overview of how debts are settled after the death of a loved one.
-
Eight Ideas for Smarter Holiday Shopping
Whether shopping online or hitting the mall this holiday season, these tips might help save time and money.
Calculators
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?