Our Services

McDaniel Knutson is a full-service financial-planning organization. We focus our commitment on being a partner and advocate for every client.

Philosophy: At McDaniel Knutson, our role is firmly centered on representing our clients' interests, not those of a particular investment or insurance company. We recommend the same investment products and strategies as we do for our own family money. We are committed to excellence and integrity without compromise. We believe long-range planning and service are more important than short-term answers.

Active Management: We manage money actively by using our team to make decisions on which securities to include in every portfolio. We do not outsource money-management decisions and analysis. Every week, our analysts research the overall health of the market and 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. Unlike some other financial-planning firms, our advisors do not compete with each other for business. We work together to try to 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're making with your money. We recommend meeting at least once per year to evaluate your investments and make sure they are consistent with your objectives and expectations. In between those meetings we post weekly blogs to our website, send market commentaries regularly via email, and publish a monthly newsletter to keep you informed of our impressions of financial markets. Click here to be taken to the "Our Perspective" page for a sample.

Our Areas of Focus:

• Retirement Accumulation Planning
• Retirement Income Planning
• Investment Management
• Insurance Planning
• Legacy Planning
• Tax and Estate Planning