Excellence in Finance Technology Award Winner – Victoria Bogner, CEO, McDaniel Knutson Financial Partners
About McDaniel Knutson Financial Partners:
McDaniel Knutson Financial Partners has been in business since 1981. Their advisors have over 125 years of experience combined. McDaniel Knutson is a full-service financial planning organization. They focus their commitment on being a partner and advocate for every client.
► Their Purpose: To use their knowledge, skills & resources to increase clients’ capacity to live & to give.
► Who They Are: When you hire McDaniel Knutson, you’re getting a partner and advocate in your financial affairs, not just your financial advisor.
►Who They Serve:
♦ University professors, presidents, chancellors, and administrators
♦ Individuals and families who want to protect their assets and focus on reaching their most important goals
♦ People who want to make a difference, have a focus on philanthropy and want to give back to important concerns
♦ Small business owners seeking to establish financial security for themselves and employees
►Philanthropic Vision – Partnering with Clients: Their vision is to inspire philanthropy and we want to help increase their clients’ capacity to live and to give. We’ll show you how you can leave an extraordinary legacy – for your loved ones and for the causes that matter to you.
►Their University of Kansas Connection: Since 1981, McDaniel Knutson has worked with KU faculty and staff on their retirement plans. Whatever stage of life you’re in, we can help you with your retirement-planning questions.
Website: http://www.mcdanielknutson.com