PROTECT AND GROW YOUR ASSETS

Secured portfolios that seek to maximize your retirement income. Growth strategies to nurture your nest egg.

Protect & Grow

As your fiduciary partner, we want to know you. We want to address your concerns, calm your worries, and help you work toward your goals with an investment plan built specifically for you.

We employ managed portfolios to grow your discretionary assets and time-tested, secured, high-cashflow investments, so you shouldn’t have to worry about running out of money. 

A Lifelong Investment

If you’re looking for an advisor who will invest in the hottest stocks and provide you with full market exposure, we won’t be a good fit. 

However, if you want a low-risk plan that will help you live comfortably in retirement knowing that you won’t run out of money, while growing what you can, we’d love to have a conversation.

We compare thousands of annuities, life insurance policies, mutual funds, stocks and ETFs to identify the products that provide the highest income and best opportunities for growth. As an independent firm, we are free to select the best investments to meet our clients’ needs, with no obligations to any particular provider or asset manager.

As independent fiduciaries bringing to bear our large research team, you’ll know you are getting what is best for you, not some other third party.

A Real Plan For Your Retirement

Our comprehensive plan incorporates all aspects of your personal financial life, and can help get you to where you want to go.

We work with you to develop a comprehensive plan will give you the best possible chance of achieving your goals in retirement.

As part of your analysis we:

Out of this information, we create a customized, step-by-step retirement plan to guide you through the phases of wealth building.

During our monitoring phase we’ll review and update the plan regularly to help ensure it remains in line with your ever-changing personal financial situation.

Our online client portal will always keep you connected to your plan, and provide you with real-time access to view your accomplishments as you progress toward your ultimate goal:
Your Retirement Day.

Future Proof Your Retirement

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MAXIMIZE YOUR SOCIAL SECURITY BENEFITS

Are you leaving thousands of dollars of your entitlement on the table?

It’s not always easy to know what the right choice is when it comes to taking Social Security benefits. That is why at KNR, we conduct a thorough analysis of your Social Security benefits as they relate to your age, marital status, life expectancy, income requirements, retirement goals, other sources of retirement income.

This allows us to help you make decisions based on your overall financial situation and optimize the timing and payment of your Social Security benefits.

With the right timing and strategy, you will know you made the right decision

A legacy is more than the wealth you leave behind

Set an appointment to secure it.

SAFEGUARD YOUR LEGACY

Estate planning strategies help you safeguard and transition your wealth to those most important to you.

At KNR Consulting and Wealth Management, we understand that living comfortably in retirement isn’t just about having enough money to support your current lifestyle. 

It’s also about providing for the people most important to you.

That is why we believe it is a vital necessity to incorporate estate planning into your overall financial plan.

Once we understand your legacy goals, we will work with you to develop estate planning strategies that will help you transition as much wealth as possible to your heirs or the charitable organizations of your choice.

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MINIMIZE YOUR TAXES

Are your current investments as tax efficient as possible? If not, you may be missing out on significant saving and investing opportunities. 

We conduct a thorough analysis of your investments to determine where you can save on your taxes. 

For example, did you know that mutual funds with non-U.S. holdings are taxed at a higher rate than similar all U.S.-based funds? 

Or that shifting from corporate to municipal bonds can save you significantly?

We will guide you through tax-efficient strategies to help maximize your savings and future legacy. By employing these investment strategies, you can lower your overall portfolio risk, save money and continue to receive a similar rate of return across the rest of your portfolio. 

The end result is adding more money without increasing your risk.