ANYTHING WORTH DOING TAKES TIME
We’ve thrown away the old-school investment perspective of “getting in” to cash out quick. Making money is important, but protecting your initial investment is vital to the overall goal – sustained growth over time.
Our goal for you and your money is to take advantage of peak market times while avoiding the eventual drops that are sure to come. By taking a measured approach that emphasizes long-term results, we’ll help you achieve your financial goals with less volatility than traditional investing.
UNDERSTANDING STOCK MARKET VOLATILITY
WE TAKE THE STRESS OUT OF INVESTING
You’ve worked hard to build your wealth, and at Knepp Financial Group we believe we’re doing our job best when you do less. Minimizing risk to your portfolio and protecting it from drastic change is our constant mission. With Knepp Financial Group you can enjoy your life free from worry about temporary market trends and instability.
Life is a marathon, not a sprint. When it comes to protecting what you love most, you need someone you can rely on. Protect and grow your assets with Knepp Financial Group, and see how easy smart investing can be.
IRA account holders must wait until they are 59 ½ years of age to withdraw IRA funds without 10% penalty.
IRA account holders at 70 ½ years of age must take Required Minimum Distributions (RMDs) and begin paying taxes on those qualified funds.
ASK 3 QUESTIONS:
1.) Can I lose my principal?
2.) What will this investment cost me (fees)?
3.) Will my invested funds last throughout retirement?
A POSSIBLE SOLUTION
What if you could purchase an insurance product that follows a Stock Market Index, and when the Stock Market Index goes up, you may have the opportunity to earn more interest; but when the Stock Market Index goes down, you don’t lose any of your principal?