This month is the start of our new Fraternal Year together as Knights — a big congratulations to all new council leadership! This is always a time of new beginnings, when councils can start fresh and reassess where they stand in relation to their goals.
This should apply to us individually, too, including personal financial goals. Are you on track to reach them? Now is the perfect time to meet with me to review the existing insurance plan you have in place or to help you take the initial steps to create one.
I invite you to meet with me every year as your family grows and changes, milestones are reached, and financial needs adjust. As your brother Knight, it’s my privilege to carry out Father McGivney’s mission by serving your family and helping you gain a clear picture of your financial protection needs, no matter your current situation.
If I can be honest, I think this is one of the most underappreciated benefits of membership in the Knights of Columbus, and if you’ve never taken advantage of getting a complimentary financial needs review, I encourage you to make this the year! With a personalized review using top-tier financial software, I can give you a transparent illustration of your finances with insights on how your current situation aligns to your future objectives.
Together, we’ll review your current coverage and identify potential protection gaps, ensuring your plan aligns with your goals. If you’re interested in investments that are aligned with Catholic teaching, I can also connect you with Knights of Columbus Asset Advisors, which helps all faith-based investors prepare for retirement, build wealth and beat inflation with additional sources of income.
Knights of Columbus, your premier partner for financial services, is for brother Knights, by brother Knights. I’m here to partner with you. Please see me and we’ll set up time to work together to financially safeguard your family.
Again, welcome to all our new council leadership! Thank you for serving in this role — I’m excited to work with you to serve our brother Knights and their families.
Thank you!
You can visit KofC.org and KoCAA.org for detailed information on what each of KofC and KoCAA can offer members directly.
Not all KofC field agents are licensed as financial advisors with KoCAA. All investment inquiries will be forwarded to a licensed financial advisor. Knights of Columbus Asset Advisors (“KoCAA”) and Knights of Columbus (“KofC”) are entities that each provide separate and distinct products and services. KofC is not recommending or endorsing KoCAA. KofC is not a Registered Investment Adviser and does not provide investment advice. Persons interested in KoCAA’s investment advisory services should contact KoCAA directly. KoCAA does not offer insurance, and all insurance related inquiries should be directed to KofC.
Information provided herein is educational in nature and is not intended as legal, tax, financial, or other professional advice. This information is intended for current or prospective investors in the U.S. only. KoCAA is an SEC registered investment adviser that maintains a principal place of business in the State of Connecticut. For information about KoCAA’s business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at adviserinfo.sec.gov.
KoCAA is a wholly owned subsidiary of KofC, one of the world’s largest Catholic Lay Organizations. Investing involves risk and you may gain or lose money on your investments. KoCAA’s status as a Registered Investment Adviser does not imply a certain level of skill or training. For additional information visit KoCAA.org or write to kofcfunds@kofcassetadvisors.org.
KofC offers life insurance, annuities, long-term care insurance and disability income insurance products. For costs, terms, conditions and complete details regarding these products, please contact your agent directly or the KofC office at 1-800-380-9995. Products may vary by state. Insurance solutions are available to eligible KofC members in the U.S. and Canada. Knights of Columbus is located at: One Columbus Plaza, New Haven, CT 06510.