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

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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This Office

1861 Hicks Rd Ste D Rolling Meadows, IL 60008-1239 Phone: (847) 496-4179 Fax: (847) 496-4184