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As your partner, we commit to:
1. Be Optimistic: We believe when a person or group are passionate about improvement, and are disciplined and focused, anything is possible. With an eye toward the future, we regularly communicate with our clients to assess and recommend strategies to address their primary drivers as well as provide clarity to strive for the best possible outcome.
2. Be Winners: We believe that in order to prosper we must have a win-win-win culture. Creating a dynamic organization offers potential for improved client offerings, mutual growth, and development of talent. When our clients win, Knox Wealth Partners and our entire team win.
3. Be Competent: We believe we have a responsibility to continually improve our collective skills. In a fluid industry, becoming students of our craft is imperative to connecting all elements of our clients’ financial story.
4. Be Respectful: We believe mutual respect is the foundation of every relationship. Regard for our clients is our utmost priority and financial stewardship is a responsibility we assume with great pride.
Define. The first step in building a relationship with our clients starts with getting to know their story. What keeps them up at night? What kind of legacy do they want to leave their children? What do they want to do when they retire? Let’s face it, these are all million dollar questions and oftentimes it’s hard to know where to start to develop a solid plan. Knox Wealth Partners has pioneered a comprehensive First Step to help define the key drivers to working towards pursuing your financial goals. Whether you’re just starting your 401K, preparing for your kid’s college expenses, or planning for retirement, our advisors lean in to understand more than what’s on your bank statement. They get to know you.
Connect. There are lots of pieces to a healthy financial outlook and often times it’s hard to foresee how one decision can affect the next. As a Second Step, Knox Wealth Partners will help you connect the dots. We believe that’s what sets us apart from the rest. We dig in and explore the big picture and evaluate how all of the pieces of your financial landscape fit together, which comes first, and how to balance the rest. If you’re planning needs call for professional in other fields, we are here to help by connecting you with professionals we know and trust.
Advise. The Third Step of our process combines the intel we received from getting to know you and your goals coupled with a wealth of knowledge and experience from our team of partners. With over 67 years of combined experience, our advisors provide comprehensive solutions and counsel to help you address your goals. We commit to walk alongside you and provide compassionate stewardship of your resources.
Experience. With combined experience of over 67 years, our team has been serving select families and business owners through many market cycles and economic conditions. Our partners have extensive personal and professional experience. Many Knox Wealth Parners advisors hold various professional designations and are registered with LPL Financial to recommend a variety of investment and insurance products.
Commitment. We are dedicated to developing lasting relationships with all our clients. We commit to helping you define your primary drivers, evaluate how all the pieces of your financial landscape fit together, and provide comprehensive solutions to manage your portfolio
Clarity. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. We take the time to educate you on all aspects of your financial well-being, and are always here to answer your questions.