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Heidi
Knight, CPA-PFS, CFP, RIA 1-800-ADVISER ext. 1021 Ft.
Worth, Texas
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| Knight
Financial Services |
Heidi Knight, CPA-PFS, CFP, RIA
Office:
1701 River Run Road
Suite 1011
Ft. Worth, TX 76107
1-800-ADVISER ext. 1021
Phone:
(817) 878-5711
Fax (817) 878-5744
Member
of The
Financial Planning Association.
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Call
Heidi at
1-800-ADVISER
ext. 1021 |
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E-mail
Heidi
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here |
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Visit
Heidi's
Web Site
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Here |
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Services Available:
Financial
Planning
Life Insurance
Health Insurance
Long-Term Care
Asset Management
Disability Insurance
Estate Planning
Annuities
Employee Benefits
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Overview
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Knight Financial Services
provides comprehensive financial planning services to
small business and individuals on a fee and or
commission basis, depending on client preferences. We
strive to educate clients in order to make the best
financial decisions available. We do not make
any recommendations until we are fully aware of the
client's financial situation.
Heidi previously worked
for the international accounting firm as a CPA for
Coopers & Lybrand.
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Available
Services
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Financial
Planning Services
Financial
planning services are available based upon your specific
financial situation and objectives. Services available
include: asset allocation strategies, cash flow planning,
retirement planning, educational funding planning, stock
option exercise planning and recommendations summaries.
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Portfolio
Management
We
begin the portfolio management process by establishing an
investment policy statement that describes your goals and
investment objectives. We analyze your assets and
liabilities and review your cash flow requirements. We
evaluate and monitor your investments and risk tolerance. We
then recommend an asset allocation strategy. Once agreed, we
implement and then monitor a portfolio strategy.
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Information
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References
References
are supplied based upon the specific type of service
you are looking for.
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Account
Minimums
None.
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Work Hours & Response Time
Regular
Office Hours are from 8:30 to 5 (Central), Monday through Friday; will respond daily.
Evening and weekend appointments can be arranged.
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Pricing
and Fees
Fees
are based upon the specific service you desire. In
general, our fees for comprehensive financial planning
services range from $75 to $150 per hour with a minimum
of $500. Portfolio
management fees are charged based upon a percentage of
assets.
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Call
Heidi Knight, CFP, CPA-PFS at 1-800-ADVISER ext. 1021 |
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