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Our Services

Using our KNOWLEDGE, SKILLS, and RESOURCES to help people increase their capacity to LIVE and to GIVE

McDaniel Knutson is a full-service financial planning organization. We are committed to being a partner and advocate for every client.

Philosophy: Our approach centers on representing our clients' best interests, not those of a particular investment or insurance company. We only recommend the investment products and strategies that we use with our own money, and we are committed to excellence and integrity without compromise. We believe long-range planning and service are more important than short-term gains.

Active Management: We do not outsource money-management decisions and analysis. Victoria Bogner is the Chief Investment Analyst for McDaniel Knutson. She leads our Investment Committee, members of our staff who meet weekly for in-depth market analysis. The committee actively manages the holdings in each client portfolio to determine if the portfolio objective is achieved. Each week they research the overall health of the market as well as each specific holding. They look at dozens of indicators including new highs, new lows, market breadth, greed/fear indicators, price-earnings ratios, interest rates, bond prices, and others to assess the current market environment. Once they understand the big picture, the committee zooms into specific investments to make sure our expectations are consistent.

Individualized, Client-Focused Service: We build long-term, trust-based relationships with clients marked by confidentiality, integrity, and professionalism. Our objective is to provide the highest level of service. Our advisors do not compete with each other for business. Instead, we work together to help create the best results for you. We individually customize our financial plans for each client. We do not create cookie-cutter, one-size-fits-all solutions.

Communication: We will keep you informed. We recommend meeting at least once per year to evaluate your investments and to make sure they are consistent with your objectives and expectations. We regularly send market commentaries via email and publish a monthly newsletter to share our impressions of financial markets.

Services

  • Financial Planning
  • Retirement Planning
  • Investment Banking
  • Socially Responsible Investing
  • Portfolio Management
  • Cash Flow Planning
  • Education Planning
  • Estate Planning
  • Legacy Planning
  • Tax Planning

Investment Plans and Strategies

  • IRAs
  • Roth IRAs and Roth 403(b)s
  • SIMPLE IRAs and SEP IRAs
  • 401(k) and 403(b)
  • 529 Education Plans
  • Deferred Compensation
  • Charitable Trusts

Product

  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Stocks
  • Bonds and Fixed Income
  • Certificates of Deposit
  • Structured Notes
  • Investment Trusts
  • Real Estate Trusts
  • Variable Annuities
  • Fixed Annuities
  • Long-Term Care Insurance
  • Life Insurance
  • Disability Insurance