Leslie Knudsen | Retirement Planning Specialist
Leslie Knudsen, CEO of Knudsen & Associates, is an independent financial professional committed to helping clients with their pre-and post-retirement and insurance planning stages. Drawing on more than 40 years of experience in the financial services field and consulting with major corporations such as John Alden and Guardian Life, Leslie has seen the development and the implementation of strategies that help clients feel secure about their savings and retirement income needs.
People often fail to plan for their future retirement and income needs because they believe the process is too complex. While it can be for large estates, most clients’ portfolios can move ahead with what Leslie calls “Retirement Planning Simplified.” Fundamentals are the correct mix of growth, safety, reduced taxes, and maximizing income during your lifetime. Planning should include how you want to be cared for if assistance is required and who will become the beneficiary of your assets.
There is no one size fits all. Leslie believes that asking the right questions, actively listening to the answers, and genuinely caring for the welfare of her clients are the foundation of planning. As an independent advisor, her clients come first. And while many advisors shy away from working with other professionals, it may be beneficial for a client to include additional expertise (i.e., other advisors, legal, accounting), and Leslie welcomes the opportunity to add value to the team.
During her leisure time, Leslie enjoys traveling and has been to every state in the U.S. and 48 countries. Her other interests include cooking, fishing, golfing, reading, theater, volunteering, and watching documentaries.
What We Do For Clients
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward.
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.