Build a Legacy. Not Just a Portfolio.
At Knugget Financial, we provide family office-style planning for emerging legacy builders delivering wealth, protection, and purpose with every strategy we implement.
Your Wealth Deserves a Strategy
as Unique as Your Legacy
Whether you're a military family, entrepreneur, or high-performing professional, our boutique family office model empowers you with personalized tools to:
- Grow tax-advantaged wealth
- Protect your assets from market and legal risk
- Transfer generational wealth efficiently
Our financial strategist across the United States are passionate about empowering individuals, families, and groups to achieve financial success. Our dedicated professionals take the time to educate you, walking you through options and opportunities to craft a strategy tailored to your unique needs.
Protect Those You Love
Life is full of uncertainties, but with our tailored insurance coverage options, you can safeguard the life you’ve worked hard to build. Whether it’s ensuring your family’s security or preparing for the unexpected, we’re here to provide the peace of mind you deserve.
Your Goals, Our Priority
We believe every financial journey is unique. That’s why we take the time to understand your needs, aspirations, and challenges.
Build a Financial Legacy
Our agents can work with your legal and tax professionals as you prepare for your future and create something for the next generation.
*Neither Knugget Financial Services (KFS), its subsidiaries, nor its agents may provide tax, estate planning, or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professional regarding their particular situation and the concepts presented herein.
Solutions for Every Stage of Your Journey
Life’s uncertainties don’t have to derail your plans. At KFS, our agents are equipped with strategies designed to meet you wherever you are in your journey. With a robust portfolio of trusted, highly-rated insurance and financial services providers, we can help you navigate life’s milestones while staying protected against the unexpected.
Let us provide the tools and support you need to embrace the future with confidence.
Here are a few of the companies we represent:
United States
Canada
The city and state locations of the U.S. companies are: AMS Financial Solutions, Baton Rouge, Louisiana; Crump, Harrisburg, Pennsylvania; Transamerica Life Insurance Company, Cedar Rapids, Iowa.
Build a Business with KFS
Our turnkey business platform, Knugget Financial Services (KFS) empowers you to launch your own financial services venture, whether full-time or part-time. Earn extra income, enjoy unmatched flexibility, and make a lasting impact by helping protect and guide people in your community.
Grow your business as far as your ambition takes you—this is your mission, your way.
Understand Where You Fall On the Financial IQ Scale
KFS’s Financial IQ (CIQ) assesses the understanding, control, preparedness, and confidence a person holds around finances.
Steps can be taken to improve your financial preparedness over time, no matter your income. By taking KFS’s Financial IQ online quizzes, you can gauge your financial readiness and make the necessary changes to stay on top of your monetary affairs.
Start Your Journey to Independence
Knugget Financial is a modern boutique family office dedicated to helping legacy-focused families and professionals design wealth systems with purpose. Our mission is to make advanced strategies like IULs, estate coordination, and trust-based planning accessible and actionable.
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