Marcy Knox

For many business owners and busy professionals, there’s little time left after career and family to deal with personal finances. Unfortunately, being too busy can be costly. That’s where I can help.

Most successful businesses spring from an idea and are grown with hard work, but it takes foresight and a comprehensive plan for these businesses to outlive their founders. Successful businesses - those that flourish from one generation to the next, are the ones with owners who know how to recognize and solve problems; owners who know when to ask for help; owners who know how to hire “expertise.”  

Whether you are concerned about your own financial situation or that of your family or your business, I can help you create a personalized plan to prepare for the uncertainty of the future. Keeping pace with life's changes is important. Let me help you identify your financial planning needs and address those needs by utilizing a wide range of insurance and investment strategies.