Keeping Your Retirement Safe
Helping You Plan For Retirement
As retirement professionals, we focus on building solid client relationships. We have an active, individualized approach to helping you improve your financial retirement strategy.
- Our Locations
Fishers, IN & Fort Wayne, IN
- Call Us Today
What We Do
As you reach (or enter) retirement, your needs and goals deserve attention and respect. We offer resources that can help you in retirement based on your own individual situation.
Some areas where we can help you include:
- "Rollover" the money in your 401(k), IRA, or other retirement account
- Potential tax implications of different retirement strategies
- Long-term care
- How to utilize medicare and social security benefits
- Keep your money safe even in bad economic conditions
- Leaving a legacy
Who We Are
We believe in the importance of safety here at Knepp Financial. We work with clients to help them understand their potential risks, and present them with safer alternatives. Our three principles when helping clients are:
