Brenda Knox, Cfp® Aif®Apma®Crpc® Email and Phone Number
Brenda Knox, Cfp® Aif®Apma®Crpc® work email
- Valid
Brenda Knox, Cfp® Aif®Apma®Crpc® personal email
I create financial plans that integrate dollars and cents with common sense and compassion. I am a Certified Financial Planner TM offering unbiased comprehensive financial planning available to people in all walks of life. I specialize in working with clients to identify their goals and create a plan to achieve those goals. I work on retirement and college planning as well as asset allocation, estate planning and life insurance review. Learn more at https://financialelementsinc.com/about-us/teamSpecialties: Investments, Retirement Planning, College Planning, Life Planning, Budgeting and Cash Flow
Financial Elements, Inc
View- Website:
- financialelementsinc.com
- Employees:
- 2
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President And FounderFinancial Elements, IncRolling Meadows, Il, Us -
President & FounderFinancial Elements, Inc Nov 2008 - PresentFinancial Elements, Inc. is a boutique full-service fee-only financial planning firm offering comprehensive financial planning and investment management tailored to your individual needs. Wherever you are on your journey, whether just starting out in your working life, focused on taking care of your family, anticipating retirement, or enjoying the fruits of your labors, Financial Elements can help. Services include:Goal setting Investment advice and management (if desired) Retirement planning College planning Cash flow/budgeting/saving Insurance Review Estate Planning Review In our work with clients, our objective is to integrate dollars and cents with common sense and compassion. We’ll help you determine what financial stability means to you and design the best plan for you, ensuring that all the pieces and parts are working together, in sync with your goals and dreams. One of our primary objectives is for you to feel comfortable with the financial planning process. Your questions are important, your goals are the number one priority, and your financial security can be within your reach. We will always provide honest and thoughtful answers to your questions as we help develop a strategy to enable you to achieve your objectives. I enjoy working with all types of clients and helping them meet their financial goals by providing holistic financial planning services and investment management. I've been a Fee-only planner for over 22 years and look forward to helping you meet your life goals. I offer a complimentary initial consultation to see if my firm is a good fit for your needs. Learn more at https://www.financialelementsinc.com -
Financial AdvisorCcp Financial Planning Mar 1996 - Dec 2008
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Team LeadAmeritech Jan 1991 - Jan 1998Philadelphia, Pa, Us
Brenda Knox, Cfp® Aif®Apma®Crpc® Skills
Brenda Knox, Cfp® Aif®Apma®Crpc® Education Details
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College For Financial PlanningFinancial Planning -
International Foundation Of Employee Benefit PlansEmployee Benefits Planning -
Roosevelt UniversityAccounting -
Harper CollegeGeneral
Frequently Asked Questions about Brenda Knox, Cfp® Aif®Apma®Crpc®
What company does Brenda Knox, Cfp® Aif®Apma®Crpc® work for?
Brenda Knox, Cfp® Aif®Apma®Crpc® works for Financial Elements, Inc
What is Brenda Knox, Cfp® Aif®Apma®Crpc®'s role at the current company?
Brenda Knox, Cfp® Aif®Apma®Crpc®'s current role is President and Founder.
What is Brenda Knox, Cfp® Aif®Apma®Crpc®'s email address?
Brenda Knox, Cfp® Aif®Apma®Crpc®'s email address is br****@****inc.com
What schools did Brenda Knox, Cfp® Aif®Apma®Crpc® attend?
Brenda Knox, Cfp® Aif®Apma®Crpc® attended College For Financial Planning, International Foundation Of Employee Benefit Plans, Roosevelt University, Harper College.
What skills is Brenda Knox, Cfp® Aif®Apma®Crpc® known for?
Brenda Knox, Cfp® Aif®Apma®Crpc® has skills like Retirement Planning, Cash Flow, Life Transitions, Investments, Financial Planning, Budgeting, Estate Planning, Goal Development, College Savings Plans, College Planning, Asset Allocation, Investment Management.
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