The Power of Planning by David Knutson, Ph.D, ChFC
Our trusted colleague, Dave, has authored a practical guide for financial advisors and clients who want to maximize the value of the client’s financial estate to benefit the client, their family, and their community in a tax-efficient manner.
This book is an educational guide for readers interested in getting their financial affairs in order. His work describes the benefit of a comprehensive financial plan to feel prepared for the future, understanding the three assets that make up an estate, and sharing case studies to creatively share the importance of considering strategic planning options that best suits the reader's financial circumstance(s).
Since 1981, Dave has dedicated himself to helping people achieve their financial objectives. He recited his BA from Cornell, his MA and PhD from the University of Kansas, and his Chartered Financial Consultant designation from the American College. As a former For College professor, Dave understands the academic research mindset and the art of multi-generational solutions.
Dave is the founder of the Eastern Iowa Planned Giving Council (formerly the Charitable Giving Roundtable) and served on the boards of several local and state nonprofit organizations. In his personal time, Dave enjoys golfing, traveling, and spending time with his family, including his four grandchildren.
"Dave's years of experience and practical, effective financial insight have brought significant impacts to our Balanced Investment Company clients. You'll find invaluable information in this book for your individualized financial goals and the best considerations for your unique path forward."
-Suresh Basnet, Founder and CEO, Balanced Investment Company