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Our Services

Financial planning solutions for the small business owner

Reduce taxes.

Position your wealth for optimum growth.

Maximize the benefits of owning your own business.

There's a reason why Bob Aamodt is the "go to" guy for business owners looking for financial guidance: he gets the job done. As a CERTIFIED FINANCIAL PLANNER™ professional, he focuses on creating solutions tailored to your unique needs. His comprehensive services include...

Retirement planning • Asset management • Tax planning • Succession planning • Buy/sell agreements • Wealth protection

With Bob and his dedicated staff working on your behalf, you'll be able to leverage your business success for greater personal and financial rewards. Give him a call today.

Securities offered through KCG Securities, LLC. Member FINRA/SIPC. Member MSRB.

Investment Advisory Services offered through Knox Capital Advisors LLC. Fixed Insurance offered through Knox Capital Insurance LLC. Both companies are independently owned and operated.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.