“A“ Unique Perspective
We bring ‘A‘ unique perspective to financial planning in our:
Approach
We value your values. We believe a successful financial plan has to reflect your values as well as your priorities. We believe the process should be fun and that humor has its place, even in financial planning.
Atmosphere
Our office has a home-like setting designed to be warm and inviting. It is our goal to make you feel as comfortable as possible, allowing our time together to be productive.
Answers
Using a multidimensional approach, we put the varied pieces of your financial life into a set of strategies. As your advisor, it is our responsibility to ensure you understand each strategy and solution in your plan.
Adaptability
We know that life is a series of events. Through life’s challenges and celebrations, we listen to you and respond with adjustments to your plan as needed.
Our alignment with Cambridge empowers our unique perspective
901 S Lawe St | Appleton, WI 54915
Phone: 920.830.2077 | Fax: 920.830.2049
Email Us
Kay Knuth, Kolby Knuth, and Chris Hoffman, Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC Investment Advisor Representative. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Knuth Financial Life Planning are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, IA, IL, IN, KS, MA, MD, MI, MO, MN, NC, NM, SD, TX, UT, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you access this link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.
Cambridge’s Form CRS (Customer Relationship Summary)
The recognition of Best of the Valley is not representative of investment performance or returns of rep/advisors.