From tax preparation to tax planning, we seek to help individuals and businesses to meet their unique needs.
From investing to retirement planning to insurance, we aim to create cohesive financial strategies that address all elements of your financial picture.
We will evaluate your current strategies, answer any questions you have, and help you adjust your plan as needed.
Connecting Taxation and Financial Services.
Often, a financial advisor and tax professional are the two most trusted professionals in one’s financial life. At Denise M. Knight & Associates LLC, our mission is to combine the two into one, using our specialized knowledge to help our clients achieve their individual financial goals. We work with a wide range of clients, whether they are business owners, families, or individuals at all stages of their career or approaching retirement.
As an independently managed firm, we are in a unique position: we can offer a wide array of services and products typically found at a large firm, but offer the personal care and communication of a small practice. We focus on building long-term client relationships by striving to make clients feel welcome and part of the family.Contact Us
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Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
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It sounds simple, but paying yourself first can really pay off.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Simple steps may help you foil hackers and protect your privacy.
One way to find money is to examine your current spending habits and eliminate money wasters.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Are you ready for retirement? Here are five words you should consider.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The average retirement lasts for 18 years. Are you prepared to fill that many days?
In the world of finance, the effects of the "confidence gap" can be especially apparent.