Services
Smart Strategies for Every Stage of Life
Financial clarity. Confident decisions. A future you can look forward to.
At Knode Wealth Management, we believe your financial plan should be as unique as your goals. Whether you’re preparing for retirement, managing investments, reducing taxes, or creating a legacy for your family, we help you move forward with clarity, confidence, and peace of mind.
Who We Serve.
With decades of experience helping families and business owners plan wisely, Bob understands the challenges you face. He works with executives, small business owners, retirees, and Catholic families, always keeping your goals at the center so you can move forward with clarity, confidence, and purpose.
Executives
Business Owners
Retirees
Catholic families and individuals
Smart Strategies for Every Stage of Life
Financial Planning
We create personalized roadmaps that bring every part of your financial life together.
Investment Management
We design investment strategies tailored to your goals, values, and tolerance for risk.
Tax Planning & Preparation
We minimize tax burdens and help you keep more of what you earn.
Employee Benefits Guidance
We help you get the most out of your compensation and benefits.
Retirement Planning
We build retirement strategies that offer security and peace of mind.
Estate & Legacy Planning
We preserve and pass on wealth in ways that reflect your values.
Personal Financial Roadmaps
Financial Planning
We create personalized roadmaps that bring every part of your financial life together.
- Develop detailed plans that balance today’s needs with tomorrow’s goals
- Conduct in-depth reviews of cash flow, net worth, and priorities
- Build flexible models that adjust as your life circumstances change
- Run “what if” scenarios so you can see possible outcomes before making big decisions
- Align strategies across all areas of your finances for maximum impact
- Provide clear, step-by-step recommendations you can act on with confidence
- Review and refresh your plan regularly to keep it relevant
- Be there for ongoing guidance when life takes unexpected turns
Tailored Investment Solutions
Investment Management
We design investment strategies tailored to your goals, values, and tolerance for risk.
- Create personalized strategies that fit your stage of life and timeline
- Build diversified portfolios with ETFs, mutual funds, and individual securities
- Monitor performance and rebalance to stay aligned with your plan
- Deliver transparent reporting and easy-to-understand performance reviews
- Use tax-efficient techniques to reduce liabilities and enhance returns
- Apply risk-management strategies to help protect wealth during market swings
- Ensure investment decisions support your broader financial and tax strategies
Proactive Tax Strategy & Preparation
Tax Planning & Preparation
We minimize tax burdens and help you keep more of what you earn.
- Design proactive strategies to reduce both current andfuture tax obligations
- Prepare accurate returns for individuals, businesses, and complex situations
- Provide forward-looking tax projections to help you plan cash flow
- Use tax-loss harvesting to offset gains and manage taxable income
- Offer year-round support for quarterly payments and withholding adjustments
- Identify deductions, credits, and timing opportunities to optimize outcomes
- Handle complex scenarios involving stock options, charitable giving, or multiple income streams
Executive Benefits Optimization
Employee Benefits Guidance
We help you get the most out of your compensation and benefits.
- Review your full package to highlight opportunities and savings
- Guide you through equity and stock option programs with timing and tax strategies
- Optimize retirement plan contributions across 401(k), 403(b), and other employer plans
- Coordinate benefit elections with your overall tax and financial goals
- Provide strategies for health savings and flexible spending accounts
- Advise on executive compensation packages, including deferred compensation
- Support smooth benefit transitions during career moves, retirement, or life changes
Retirement Income Strategies
Retirement Planning
We build retirement strategies that offer security and peace of mind.
- Estimate your retirement income needs based on lifestyle and goals
- Maximize savings across all retirement accounts and vehicles
- Help you choose the right Social Security claiming strategy and timing
- Create income plans that provide steady, sustainable cash flow for life
- Support major transitions such as relocation, phased retirement, or new careers
- Adjust plans regularly as markets and personal circumstances evolve
- Coordinate retirement strategies with estate planning, taxes, and family goals
Estate & Legacy Preservation
Estate & Legacy Planning
We preserve and pass on wealth in ways that reflect your values.
- Design estate plans that minimize taxes and protect your wishes
- Work with attorneys to draft and implement the right legal documents
- Create strategies to transfer wealth to heirs efficiently and tax-effectively
- Establish trust structures when needed for protection and ongoing support
- Keep beneficiary designations updated across accounts and policies
- Help you meet charitable goals with smart philanthropic giving strategies
- Update your estate plan as laws and family needs change
Contact Us
Start Planning Your
Future Today
Don’t leave your financial future to chance. Take the first step toward
clarity and peace of mind.