422 Laurel Avenue Libertyville IL 60048 Phone: (847) 367-5191 Fax: (847) 680-8509
Knight Investment Planning specializes in working with Middle Americans and Self-Directed Investors on an hourly, as-needed basis. After 25 years experience in investments, securities brokerage and financial services, Michael Knight CFP® established Knight Investment Planning, LLC, an independent financial planning and registered investment advisory firm. As a trusted advisor to individuals and families, the firm works with people from all walks of life and income brackets. Michael established the firm based on his commitment to the idea that everyone, regardless of net worth, should be able to access competent, objective, independent advice from a professional fee-only planner on a periodic or as-needed basis.
Knight Investment Planning Services
The Knight Investment Planning Advantage
Speaking to his personal beliefs Michael expresses, “My role and purpose is to help clients find and secure a path to financial freedom. I believe that my greatest value is to bring objectivity, simple solutions and wisdom about financial markets, life planning and preparation for the future. Our business model is very simple: We listen to understand your most important goals and your financial worries. Then we help you define the critical steps of your journey.”
If you are an experienced investor, Knight Investment Planning can provide a portfolio check up that will measure risk, return, tax efficiency and costs. If you are a new investor, Knight Investment Planning can help you get started (at any age) by constructing a low cost and diversified investment portfolio. You can also obtain help creating a strategy to purchase a home, estimating your retirement needs and exercising stock options, analyzing insurance or refinancing your mortgage.
About Michael Knight
Michael spent 12 years serving clients in Senior Leadership roles at Charles Schwab & Co. including Executive Vice President and Head of Branches, Senior V.P. for the Midwest, and in a corporate role of Senior V.P of Learning and Development. Prior to joining Schwab, he held executive positions in mortgage banking.
Michael has spent his career focused on the client’s agenda with a personal commitment to providing truthful and objective advice and a core strategy of inspiring people to make changes that are beneficial to them.
Michael’s credentials include:
He is active in the profession as a member of The Garrett Planning Network (GPN), a nationwide network of fee-only financial advisors dedicated to providing competent, affordable financial planning and advice to people from all walks of life. In addition, he is active in the local chapter of the Financial Planning Association, the largest organization of professionals dedicated to championing the financial planning process.
Call or email Michael for a complimentary, no-obligation Get Acquainted meeting.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
