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Our Services

Helping increase your 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 is firmly centered 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: Victoria Bogner is our CEO and Chief Investment Analyst. She leads our investment management team, a group of professionals who meet weekly for in-depth market analysis. The team actively manages the holdings in each client portfolio to determine if the portfolio objective is still being met. We do not outsource money-management decisions and analysis. Every week, our analysts research the overall health of the market as well as each specific holding. We 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 we understand the big picture, we zoom in to specific investments to make sure they are consistent with our expectations.

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, and our advisors do not compete with each other for business. Instead, we work together to help create the best results for you. Our financial plans are individually customized for each client. We do not believe in cookie-cutter, one-size-fits-all solutions.

Regular Contact: At McDaniel Knutson, we believe in keeping you informed about the decisions we are making with your money. We recommend meeting at least once per year to evaluate your investments and to make sure they are consistent with your objectives and expectations. In between those meetings, we post weekly blogs to our website, regularly send market commentaries via email, and publish a monthly newsletter to keep you informed about 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
  • Document Directory
  • Employee Benefits*
  • Income Tax Preparation*

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
  • Gold and Precious Metals
  • Real Estate Trusts
  • Variable Annuities
  • Fixed Annuities
  • Long Term Care Insurance
  • Life Insurance
  • Disability Insurance

 

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