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Our Services

Using our knowledge, skills, and resources to help people increase their capacity to live and to give.

Areas of Planning

  • Financial Planning
  • Retirement Planning
  • Portfolio Management
  • Cash Flow Planning
  • Education Planning
  • Estate Planning
  • Legacy Planning
  • Tax Planning

Areas of Investing

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

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

Philosophy: We believe long-range planning and service are more important than short-term gains. 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 ourselves, and we are committed to excellence and integrity without compromise. 

Active Management: We actively manage the investments within each client portfolio, and each holding in every model is examined against certain standards to be sure they are performing as expected. We do not outsource in-depth research on the overall health of the market and specific investments. Victoria Bogner, our Chief Investment Analyst, leads our investment committee for in-depth market analysis where the overall health of the market, as well as each specific holding, is reviewed. Dozens of indicators are used 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: Our objective is to provide you with the highest level of service. Our advisors do not compete with each other for business instead, we work together to achieve the best results for you. We will customize financial plans to suit you while building a long-term, trust-based relationship. 

Communication: We are available when you need us. Regular market commentaries are sent to you via email, we publish a monthly newsletter, and we recommend meeting at least once each year. Our meeting is a time to evaluate your investments and to ensure they are meeting your objectives and expectations.