Knox Financial is an integrated financial services company founded in 1999 in La Mesa, California by Grant Knox. Through SagePoint Financial, our firm provides goals-based financial planning to individuals, families, and small businesses utilizing investment, insurance and real estate strategies. 

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Our clients have many different backgrounds but there are a number of common traits among them. They have the ability to become or already are financially independent. They prefer to free up their time and use our experience, expertise and tools to delegate some of the responsibility of managing their wealth. Though we do not follow strict guidelines for client qualification, those who receive the most value typically meet some or all of the following:

• Income in excess of $100,000/year 
• Investable assets of $100,000 or greater
• A net worth of $250,000 or greater

We are a fee-based firm, meaning most of our revenue comes from the fees paid for financial planning and/or investment management services. On occasion, when we feel it is in the best interest of our client, we may use a commissionable product. All fees are clearly disclosed.

Our values define our principles, standards, and qualities to guide us in how we go about our daily activities, and how we will make decisions, and how we will work with our clients. Integrity: Our success will be determined by many factors, but the successful organization must have a foundation of ethical behavior, fairness and trust in all of its relationships. Excellence: Our intent is to offer superior service every time, for every client we serve, in every relationship we establish. This is our character. Compassion: The client is our reason for being, and we will provide him/her with care, courteous attention and prompt service. We treat each client with dignity and respect. Communication: We consult, ask, educate, motivate, advise and receive information in an open and nonjudgmental atmosphere. Participation: Our clients are the most important resource of the organization. We will be most effective when each client is encouraged to contribute to the level of his/her capabilities in the planning and decision making process. From this, together we develop a sense of “ownership”, of enthusiasm, positive attitudes and pride. Innovation: We encourage initiatives that help us do things better. We mandate continuous learning, and always seek new products and ways to serve our clients.