Taxation Services
From tax preparation to tax planning, we seek to help individuals and businesses to meet their unique needs.
Financial Planning
From investing to retirement planning to insurance, we aim to create cohesive financial strategies that address all elements of your financial picture.
Consultation
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 UsHelpful Content
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Estate Planning: Grow & Preserve Your Wealth
Preserve your lifestyle, legacy, and assets with estate planning and risk strategies built for high-net-worth households.
View all articles 
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
View all calculators
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.