Retirement and Income Planning

Office (941)888-2271 Cell (561)400-2973

what we offer

Options for a Stress Free Retirement

With so many choices planning for your financial future has its challenges.  Are you comfortable knowing someone else is making those decisions for you or would you feel more secure with guarantees and self-management?  We help you find safe financial strategies, on the “money you can’t afford to lose” portion of a retirement portfolio.  

Knowledge and Experience

In our 38 years of helping people like you, we find that the most important ingredient in the process of Retirement Planning is asking "the right" questions and listening. Most plans that fail are usually because someone heard you but failed to really listen to your wants and needs.  


Trust & Dependability

We understand that Trust is not automatic and we work hard at building that bridge.  Many of our clients have become dear friends. When appropriate we work with your other advisors to help you in making the best decisions. We always return calls and show up on time.

Services

Personal Pension Planning/Guaranteed Income for Life

We live in uncertain times so let's put the guarantees back in your income needs.  By Reducing Taxes, Maximizing Social Security, planning for the what-ifs,  we achieve peace of mind for you and your family.

 

401K's, IRA and Pension Rollovers, Roth Conversions

There are so many rules with Qualified Plans today.  How much do we need to take out, when can we Roth, how do we rollover funds and where???  Leave all of that guesswork behind and let us do it for you.

 

Long Term Care Options, Annuities, Life Insurance, Income Planning

Most people are unaware of new options that address how to pay for Long Term Care.  It is no longer necessary to purchase the "if you don't use you lose" type.  Annuities are not for everyone and there are different types.  We make it easy to understand and determine if it could be a useful tool in your investment toolbox. No one wants to think about life insurance because of the obvious but it can help you receive tax-free income for future income needs and the benefits are guaranteed.

Testimonials

Marilyn E

 “Leslie has always gone the extra mile to offer excellent service and advice.  I particularly appreciate her timely response whenever I have a question."

Udo and Diana S.

 " You have been a great help to us finding the best annuity and we are very happy with your recommendations and very friendly service."
 

Mike and Kathy G.

 "My experience with Knudsen & Assoc. has been exceptional. I feel confident that I am receiving the best personal attention and sound advice expected from a dedicated person who got to know my husband and me and can help us meet our financial goals."

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Knudsen & Associates, Inc.

1990 Main Street, Ste. 750, Sarasota, Florida, 34236

Office (941)888-2271 Cell (561)400-2973

We Service the Following Areas: Sarasota, Venice, North