Knelson Advisory Solutions

Retirement planning that meets you where you are

Your goals are unique. Your plan should be, too.

We serve high-income business owners and self-made professionals who want to make smarter decisions about their future. No cookie-cutter strategies. Just a clear, coordinated approach—tailored to where you are and where you want to go.

Explore How We Help

HONEST

advice

CLEAR

strategy

REAL

partnership

The Established Business Owner

The DIY Overwhelmed Planner

The Legacy-Focused Family Leader

The Established Business Owner

Built something great. Now let’s make sure it pays you back.

Ideal For: Entrepreneurs 40+, earning $300K+, with $1M+ in investable assets and no traditional retirement plan.

Business Exit Planning

Maximize value and reduce taxes when it’s time to sell or transition.

Tax Strategy & Entity Structuring

Reorganize business structures to minimize tax drag now and in retirement.

Investment Alignment

Design a portfolio that fits your timeline, not just market trends.

Risk & Liability Management

Protect personal and business assets with intentional planning.

Integrated Planning

Bring taxes, legal, investments, and succession into one unified strategy.

Virtual Family Office

Gain access to coordinated experts who support your financial life.

Clarity Roadmap™

Our signature planning process helps you get organized, aligned, and on track.

Investment Portfolio Review

Ensure your portfolio actually matches your goals and risk tolerance.

Proactive Tax Guidance

Identify overlooked savings with a forward-looking tax plan.

No-Jargon Communication

Understand every part of your strategy—no spreadsheets required.

Consolidation & Simplification

Reduce account clutter and eliminate planning blind spots.

Ongoing Advice Partnership

Stay supported as your life, business, and the market change.

The DIY Overwhelmed Planner

You’ve done well on your own—but now it’s too complex to manage alone.

Ideal For: Self-managing professionals who want clarity, not complexity—especially as business and wealth grow.

The Legacy-Focused Family Leader

You want to protect your family, your values, and what you’ve built.

Ideal For: Business owners and high earners preparing for succession, estate transfer, or philanthropic giving.

Estate & Trust Planning

Wills, trusts, and structures to protect your legacy across generations.

Charitable Giving Strategy

Support causes you care about while reducing tax impact.

Family Wealth Transfer

Create intentional plans that minimize confusion and maximize continuity.

Buy/Sell & Succession

Smooth transitions for heirs, key employees, or outside buyers.

Strategic Life Insurance

Premium financing, key person coverage, and legacy-focused design.

Coordination with Legal & Tax Pros

Ensure your wishes aren’t lost in translation—we keep everyone aligned.

Why it Works

Unified Strategy

No more siloed advice—we align everything that matters.

Built for Real Life

Your plan grows with your family, business, and goals.

Just One Point of Contact

We coordinate the specialists, you enjoy the simplicity.

Strategy Over Sales

You’ll never be sold a product. Only what serves your future.

Start Planning Smarter

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.