services we provide
Family Wealth Legacy
Foundation & Institutional Money Management
Family Wealth Legacy
How We Work
Discover: Understand your goals, timeline, cash flow, and what “success” looks like for your family.
Design: Map out retirement income, savings priorities, protection needs, and an investment strategy aligned to your objectives and risk comfort.
Implement: Coordinate accounts, funding, insurance, and estate documents with your CPA and attorney; simplify next steps.
Review: Monitor progress, adjust for life events and markets, and keep your plan current with regular check‑ins.
What Your Plan Can Include
Retirement income: Align spending with sustainable withdrawals; coordinate Social Security timing and income sources so your lifestyle is supported.
Education funding: Right‑sized strategies (e.g., 529 plans) to balance future costs with today’s priorities.
Protection planning: Address real‑life risks—dying too soon, living too long, or serious illness—through the right mix of life, disability, and long‑term care coverage, plus emergency reserves and liability protection.
Investments: Align portfolios to your goals and risk tolerance, using diversified core holdings and targeted sleeves where appropriate; apply clear rules for rebalancing and risk control.
Estate planning coordination: Work with your attorney to establish or update wills, trusts, powers of attorney, and healthcare directives; align account titling and beneficiary designations; keep documents and instructions organized.
Charitable giving Structure gifts—such as appreciated securities, donor‑advised funds (DAFs), qualified charitable distributions (QCDs), and bequests—so your generosity has lasting impact.
Family engagement: Facilitate family meetings, create simple “owner’s manuals” for your plan, and help you communicate values and wishes to heirs.
What you can expect
Services We Provide
Stages of Financial Planning
84 Plantation Dr.
Paducah, KY 42001
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Office Hours
Monday - Thursday
8:00AM - 4:00PM
Friday
8:00AM - 3:00PM
Phone:
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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Knight Wealth Advisors is not a registered broker/dealer. Please note that not all of the investments and services mentioned are available in every state.
Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Links are being provided for information purposes only. FINRA/SIPC