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Financial Planning

At Knight International/(Hilb), we realize that employee benefits go far beyond your standard products and services. It is vital to the success of any business and its employees that proper succession plans, wealth accumulation and transfer strategies are implemented in order to protect the corporate and personal profitability. Most business owners and employees spend the majority of their time working in or at their business instead of on their business or individual financial plan.

We work to solidify every financial plan including that of the business owner, key executives and officers or the individual employee. Whether the purpose is for employee retention, tax reduction, wealth transfer, retirement savings or planning for uncertain events, we can help.

Our creative approach and wide array of products and services allow us to better serve our clients. Such products and services include;

  • Buy/Sell Agreements
  • Executive Bonus Plans
  • 831b Mini Captives
  • Section 79 Plans
  • Annuities
  • Long Term Care
  • Individual Retirement Accounts
  • Trust Planning and Set Up
  • 529 College Plans

No matter what your circumstance, our Financial Services Team is here
to help protect your business and family through any challenge.