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Guiding Your Wealth Journey with Faith-Based Financial Planning
At Kniffen Portfolio Management, we harmonize strategic financial planning aligned with our deep values of faith, integrity and transparency to empower you towards a fulfilling future.
What We Do
At Kniffen Portfolio Management, we offer expert financial advisory services that empower you to reach your financial goals with confidence. With our deep expertise and tailored approach, we demystify the intricacies of finance, presenting strategies that resonate with your unique circumstances
Investment Management
Crafting tailored investment portfolios designed to maximize growth and minimize risk, backed by extensive market analysis and Jim’s technical expertise.
Retirement Income Planning
Helping you navigate the intricacies of retirement, we develop personalized strategies to ensure a stable and fulfilling financial future.
Preservation Strategies
Safeguarding your wealth for future generations, we implement intelligent estate planning techniques and asset protection strategies.
Who We Are
We delve into the world of finance with a tailored approach. Drawing from years of expertise, we aim to make finance more understandable, offering strategies tailored to your individual needs
How We Work
Our approach is deeply personal, built on trust, open communication, and collaboration. We start by understanding you – your dreams, goals, values, and individual financial circumstances. Using cutting-edge tools like eMoney and tailored strategies, we guide you towards a clear and secure financial future. Our process includes the following
1
Discovery
2
Strategize
3
Implementation
4
Review
Who We Help
At Kniffen Portfolio Management, our partnership promises the confidence and peace of mind that comes from having a dedicated advisor truly invested in your financial journey. Over the years, I’ve been fortunate to guide a variety of clients. My deepest connections often form with individuals aged 55-70 who value transparency, honesty, and simplicity, all while envisioning a rich and secure financial horizon. Some of the clients I’ve proudly served include:
- High Net Worth Individuals
- Pre-Retirees and Retirees
- Business Owners
- Veterans
- Faith-Oriented Individuals
Resources/Insights
Expand Your Financial Knowledge with Our Comprehensive Resources
