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About Our Company

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Estate Planning
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Guaranteed Lifetime Income Strategies

Tailored Retirement Solutions For Legacy Creation

At Knelson Retirement Solutions, we embrace our independence, which gives us the ability to create a retirement plan specifically for you. We recognize the special care and attention to detail that is involved when designing a financial plan for our clients because we know how extremely important this is to our families and their legacies. 
  • We operate in Full Transparency and in your Best Interests.
  • We are Responsive to your needs.
  • We are fully Independent Advisors.

Crafting Your Customized Retirement Roadmap

As you travel down the path to retirement, our mission will be to get to know you, by learning about your worries in retirement and your goals for retirement. We’ll then design and implement a plan that sets your goals in motion to make them a reality.

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Company’s Statistical Analysis

Retirement Planning for Peace of Mind

We design solutions that integrates investments, lifetime income strategies, tax strategies and estate planning while also providing guidance on finding the best health insurance solution regarding Medicare and long-term care.

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450 +

Happy Clients
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. Experienced

Team of professionals
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98 %

Client Satisfaction
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10 +

Years of Experience

Client Centered Transparent Services

Have you ever asked yourself how much is this service going to cost? Or what are the fees for this plan? And lastly, am I making the right decision based on all of the information that’s available to me? Or am I being steered toward something that benefits the advisor more than me?

We know exactly how it feels to have those questions and we don’t want our clients to have any surprises. We strive to ensure our clients don’t have those questions and are committed to full transparency as a fiduciary and advocate to our clients, always placing their interests ahead of our own, disclosing all fees, and any potential conflicts of interests.

Clients Testimonials

Our Customers Love Us

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““Thank you Danny Knelson for helping us with our needs concerning Medicare and explaining in detail the many supplements! We appreciate your professional help and calming personality from start to finish-and especially for your patience! We will be talking with you again soon!” “

Tim M.

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““I met Danny in a meeting where he did a presentation for a group of Seniors in my Retirement Community. I contacted him about a new Medicare Supplement and new Part D drug plan. When he came, he was very prompt and handed himself professionally, yet made me feel very at ease. Danny made it all very easy. I would recommend him to any of my friends that need help with Medicare Supplement or Part D insurance help in the future. It is so nice to have someone you trust to be there for you at my age. I feel he is not just my agent; he is my friend.” “

Julia S.

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““Thank you Danny Knelson for helping us with our needs concerning Medicare and explaining in detail the many supplements! We appreciate your professional help and calming personality from start to finish-and especially for your patience! We will be talking with you again soon!” “

Amanda B.

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“If you’re switching health insurance or just need extra coverage, I highly recommend contacting Knelson Financial. I made an appointment with Danny and he explained Part A, and Part B Medicare coverage, found us a Part D prescription plan, and because we wanted additional coverage, he set us up with a supplemental policy that covers everything Medicare doesn’t.  “

Troy T.