Von Dohlen Knuffke Financial

At The Von Dohlen Knuffke Financial Group, Inc., we understand that financial planning is not just about numbers and spreadsheets; it's about creating a roadmap for your financial journey. As a concierge financial service for physicians, we provide personalized, expert guidance to help you achieve your financial goals.

Our Philosophy

Our philosophy is rooted in the Virtues-Based Financial Planning approach, which emphasizes the importance of values-based decision making in financial planning. We believe that effective financial planning starts with a deep understanding of our clients' values, goals, and motivations. By aligning our services with your core values, we can help you create a financial plan that is truly aligned with your aspirations.

Our Services

At The Von Dohlen Knuffke Financial Group, Inc., we offer a range of financial services designed to meet the unique needs of physicians. Our comprehensive services include:

• Concierge Financial Service: As our client, you will have access to a dedicated financial advisor who will work closely with you to understand your financial goals and create a customized financial plan tailored to your needs.
• Personal Financial Chart: We will create a personalized financial chart, updated annually, to track your progress and ensure you stay on track to achieving your financial goals.
• Step-by-Step Plan of Action: We will work with you to develop a step-by-step plan of action to help you achieve your financial goals, providing clear guidelines and strategies for implementation.
• Cash and Debt Management: We will help you develop a comprehensive plan to manage your cash flow and debt, ensuring that you have the financial flexibility to achieve your goals.
• Growth Asset Management: We will work with you to create a customized investment strategy designed to grow your wealth over time.
• Progress Reports: Regular progress reports will keep you informed of your financial progress and help you stay on track to achieving your goals.

Our Team

Our team at The Von Dohlen Knuffke Financial Group, Inc. is comprised of experienced financial professionals dedicated to providing exceptional service to our clients. Our team includes:

• Patrick Von Dohlen: As President of The Von Dohlen Knuffke Financial Group, Inc., Patrick brings extensive experience in account management, leadership, strategic planning, agricultural economics, and insurance. He is a registered investment adviser and has a deep understanding of the financial needs of physicians.
• Michael Knuffke: As a registered financial adviser, Michael is dedicated to providing personalized financial guidance to his clients. He is a passionate advocate for his clients, committed to helping them achieve their financial goals.

Our Promise

At The Von Dohlen Knuffke Financial Group, Inc., we are committed to delivering exceptional service to our clients. We promise to provide a customized, concierge-level financial experience that meets your unique needs and goals. With our expertise and guidance, you can rest assured that your financial future is in good hands.