Knapp Financial Advisors

Knapp Financial Advisors Help Individuals achieve their financial goals with a personal approach. We focus on Estate Planning and Wealth Management. http://knappfinancial.com/disclosures

Welcome, we're Knapp Financial Advisors, a financial organization located in Calabasas, California. We understand that individuals face unique challenges as they prepare for retirement as well as during their retirement years. We strive to provide long term investment solutions for our clients that will help them achieve greater success in their retirement. We offer an objective, unbiased approach

to financial planning. We specialize in Wealth Management, Financial Planning, and Estate Planning and Settlement and service Calabasas, LA County, and Ventura County. With the support of a team of professionals at Knapp Financial Advisors, we offer a wide variety of retirement planning services that will help us create a personalized approach to financial planning that is customized to your individual income needs and financial goals. We look forward to working with you through all stages of your life. DISCLOSURE:
Securities offered through TCFG Wealth Management, LLC Member: FINRA, MSRB & SIPC. Advisory Services through TCFG Investment Advisors, LLC a Registered Investment Advisor. Knapp Financial Advisors and TCFG are separate and unrelated companies. STATEMENT OF CONFIDENTIALITY: E-mail sent through the Internet is not secure. Do not use e-mail to send us confidential information such as credit card numbers, SSN, change of address, PIN numbers, passwords, or other important information. It is important that you do not use e-mail to request authorize or affect the purchase or sale of any instrument, to send funding instructions, or to effect any other transactions. We will not accept such orders or instructions. TCFG and its affiliates utilize e-mail monitoring software for the review of incoming and outbound messages. Your e-mail message is not private in that it is subject to review by the Firm.

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of mon...
06/01/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

Estimate the potential monthly income your IRA balance could generate in retirement.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
05/30/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
05/28/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
05/25/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected jo...
05/23/2026

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected job loss or layoff. For many, it’s not just a hit to finances but also to confidence and sense of self.

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
05/21/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
05/18/2026

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

Are women prepared for a 20-year retirement?

Working in Retirement: New trend or same old story?
05/16/2026

Working in Retirement: New trend or same old story?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Wondering what to tell your financial pro? Check out this quick video for guidance!
05/14/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!

Here are the top 5 things your team may want to hear.

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.
05/11/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Address

23548 Calabasas Road, Ste 107
Calabasas, CA
91302

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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