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
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
How Families Can Build a Financially Informed Legacy
How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations
6 Ways to Stay Ahead of Rising Retirement Costs
From investment to estate planning, these 6 strategies help retirees manage inflation risks and maintain financial stability.
Smart Retirement Habits for Retirement Success and Security
Build financial confidence and a fulfilling, secure retirement with habits that help protect your wealth and lifestyle.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Strategies to Defend Purchasing Power Across Generations
Keep your wealth working by preserving purchasing power over time.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Are You Using the Right Technology?
Discover how the right team & technology boost client success.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
College Savings
See how much you may need to save now to cover future college costs for your child.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
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Surprises
Making the most of surprises is a great reason to work with us.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.