Knelson Advisory Solutions

Planning doesn’t have to be overwhelming

At Knelson Advisory Solutions, our process is calm, collaborative, and completely customized. No high-pressure pitch. No messy handoffs. Just a clear path from uncertainty to clarity—designed to make your next move the right one.

We don’t just create plans.
We guide real people through real decisions.

One Process. Total Clarity.

The KRS Planning Roadmap™ takes you from scattered and unsure to organized and confident—with just three steps. Every detail, conversation, and decision flows from this simple, proven structure.

Step 1: Strategy Call

A pressure-free conversation to get clarity on your goals

This is where we get to know you—not just the numbers. We talk through your goals, concerns, and what’s currently working (or not). You’ll get to ask questions and decide if we’re the right fit.

What You’ll Walk Away With:

Clarity on where you stand today
Honest answers about what’s possible
A calm conversation, not a sales pitch

Step 2: Your Retirement Clarity Roadmap™

A detailed, integrated plan that actually makes sense

Once we understand your goals, we design a coordinated plan that connects the dots across every area of your financial life. This isn’t a cookie-cutter report—it’s a living strategy built for your real world.

What You’ll Walk Away With:

Forward-looking tax strategies
Investment alignment with your risk and timeline
Estate and business succession recommendations
Coordination with our Virtual Family Office specialists

Step 3: Implement with Confidence

We help you execute the plan—and adjust as life changes

Here’s where the real transformation begins. Whether we work directly with your team or bring in our trusted experts, we coordinate every move—so you’re never left wondering who’s doing what.
And once your plan is in motion, we stay involved. Life changes. Markets shift. We adapt the plan together.

What You Can Expect:

Actionable next steps
Regular plan reviews and updates
Estate and business succession recommendations
One advisor, one plan, no chaos

One Process. Total Clarity.

Ongoing Advisory

Full-service fiduciary partnership

Planning Only

One-time blueprint with optional implementation support

Second Opinion

Just want a gut check? No problem.

You don’t need to do this alone

If you’re a business owner ready for more clarity, less stress, and a plan that actually works—this is your moment.
The planning process doesn’t have to be confusing or stressful. With KRS, you get a trusted guide, a proven process, and a strategy that evolves as your life does. Let’s make your next financial decision the smartest one yet.

Book Your Free Strategy Call

725 Cool Springs Blvd #600
Franklin, TN 37067

1-855-772-2428

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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.