A Personalized Approach to Holistic and Proactive Planning
As a successful business owner, you’ve already done the hard part—now it’s time to streamline your finances and secure your future. Knelson Retirement Solutions (KRS) offers retirement strategies built specifically for entrepreneurs who want to reduce taxes, align investments, and craft a smart exit without that overwhelming feeling.
Running a business takes vision, grit, and long hours. Yet even the most capable leaders get bogged down by fragmented advice, surprise tax bills, and a nagging question—“Am I really doing this right?” One advisor handles investments. Another files your taxes. Someone else drafted your estate plan—yet none of them are collaborating with each other.
This disconnect creates inefficiency, missed opportunities, and genuine risk. You end up spending too much time managing money—and too little time doing what you love or planning what’s next.
A coordinated strategy that frees your time and protects your future
Imagine waking up knowing your finances aren’t merely “in order”—they’re working in sync. Investments are aligned, taxes managed proactively, and your estate plan mirrors your values. When every piece operates under one clear plan, you gain control, clarity, and peace of mind. That’s what it means to work with Knelson Retirement Solutions. No more guesswork. Just a straightforward path.
Stop leaving money on the table
KRS simplifies complexity by bringing your tax, investment, legal, and estate professionals together into one cohesive system called a Virtual Family Office (VFO).
With a VFO you get the advantage of a/an:
Dedicated fiduciary advisor (that’s us)—working only for you
Seamless coordination with trusted legal, tax, and estate experts
Adaptive planning—flexible for big changes, solid for the long haul
We don’t sell products or answer to quotas. We create solutions by building smart plans that help business owners like you protect and grow what you’ve built.
Advice that puts you first—from someone who’s walked this path
Knelson Advisory has helped entrepreneurs bring clarity to their retirement strategies for over 10 years. Known for plain-spoken, practical advice and a calm presence, Danny understands the weight of making the “right” financial decisions.
With Knelson Retirement Solutions, you’re never handed a 90-page plan and left to decipher it. You get real partnership, clear explanations, and a strategy that grows with you.
“You’ve worked too hard to leave your future up to guesswork. We help you retire with intention.”
We’ll talk about where you are, what’s working, and what’s keeping you up at night—no pressure, just a smart conversation.
STEP 2
Get Your Retirement Clarity Roadmap™
We assess your entire financial picture, flag risks and missed opportunities, and design an integrated strategy across tax, investments, estate, and business planning.
STEP 3
Implement with Confidence
Work directly with our team—or bring your current professionals into the fold. Either way, you have one clear plan and one point of contact.
When you juggle business income, insurance, real estate, retirement accounts, and estate planning, getting everything to work together can feel impossible. KRS brings those pieces into one clear picture. With our Retirement Clarity roadmap™, you’ll:
Lower your lifetime tax bill
Align investments with real-world goals
Protect your family and legacy
Exit your business with confidence
Make faster, smarter decisions
Your finances shouldn’t slow you down—let’s make them the thing that sets you free
Download our free guide: “The Family Office Approach: A Personalized Strategy for Business Owners” and learn how to unify your tax, legal, and investment strategies without doing it all yourself.
Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Insurance products offered through Knelson Wealth Protection, LLC. Fusion Capital Management and Knelson Wealth Protection are affiliated entities.
