What We Offer...

Retirement Planning - We help you identify your life goals, assess your retirement resources, and create a retirement plan to meet those goals. We also work with Third Party Administrators to offer 401(k) and Defined Plans.

Managed Asset Planning (MAP) - We provide you with fee-based asset management through Summit Financial Group, INC, a Registered Investment Advisor with access to almost all mutual funds, as well as individual stocks and bonds and ETFs.

Annual Portfolio Review - We review your current holdings and assist you in developing a strategy to reach your investment goals.

Direct Investments - We assist you with direct investments, designed to give you potential tax advantages.

At Knight Investments Group, Inc. we provide assistance in the following areas:

Investments

  • Defined Benefit Plans Setup and Strategy
  • Solo 401(k) Setup and Strategy
  • Bonds
  • Common Stock
  • Stock Options
  • Educational IRA
  • CDs

 

 

  • Brokerage Accounts
  • Annuities (Fixed and Variable)
  • Managed Money
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes

 

 

Financial Planning

  • Wealth Transfer Planning
  • Retirement Readiness
  • 401 (k) Planning
  • 403(b) Planning
  • Assisting Attorney with Estate Planning Decisions
  • Profit Sharing Plans

Insurance

  • Pension Insurance
  • Disability Income Insurance
  • Life Insurance

 

  • Health Insurance 
  • Long Term Care Insurance 

 

 

Tax Plans

  • Tax Realocaiton Issues*
  • Tax Investment Strategies*

 

 

 

 

 

 

*Assisting you and your accountant to make the best financial decisions regarding your taxes.