Brenda Knox (AIF®, BS, CFP®, CRPC®)
Brenda Knox focuses in the
following client markets or areas of practice:
- College/Education Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- College/Education Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Financial Elements, Inc. is a boutique financial planning firm offering comprehensive financial planning and investment management tailored to your individual needs. Services include:
- Goal setting
- Investment advice and management (if desired)
- Retirement planning
- College Planning
- Cash flow/budgeting/saving
- Insurance Review
- Estate Planning Review
Additional Information
Financial Elements is a full service financial advisory firm. I enjoy working with all types of clients and helping them meet their financial goals by providing holistic financial planning services and investment management. I've been a Fee-only planner for over 21 years and look forward to helping you meet your life goals. I offer a complimentary initial consultation to see if my firm is a good fit for your needs.
NAPFA Start Date
April 20, 2009
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