At James Knott, CPA firm, I believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
I can help you address:
- Investing principles and strategies*
- Retirement investing and distribution strategies*
- Estate conservation issues
- Risk management analysis
I also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?*
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
I have helped many people just like you with similar issues and concerns. I can help you create an approach that is designed to address your individual situation.
*These services are offered by James Knott through his affiliation with HD Vest