Zak Knable operates his independent Kingsview Partners practice in Chadds Ford, Pennsylvania.
After graduating from Penn State Abington with a Bachelor’s in Business Marketing and Management, Zak began working in the financial industry as a banker, becoming a financial advisor in 2015 and transitioning to Kingsview’s independent RIA platform in 2022.
The Kingsview model allows a high degree of transparency, letting Zak mitigate conflicts of interest and work solely in his clients’ best interests as a fiduciary. This philosophy aligns with Zak’s personal desire to create a positive impact on his clients’ financial picture through education and thoughtful, customized guidance.
He believes that trust is a cornerstone in his client relationships and always encourages an open dialogue. Zak understands that building relationships is key, so people will feel comfortable coming to him with questions that facilitate reaching their financial goals and building long-term wealth.
His areas of focus include :
– Retirement Income Strategies
– Wealth Strategies
– Estate & Legacy Strategies
– Entrepreneurs & Business Owners
– Portfolio Reviews
Outside of work, Zak pursues his own interest in furthering his knowledge about the financial markets, as he genuinely enjoys gaining that knowledge and passing it along to others. He also finds joy in donating to the Red Cross and spending time with his wife Amber, their two sons Theodore, and Abraham, as well as the family dog, Bubba.
Are you interested in learning more about Medicare options? Read Below to speak with a Licensed Insurance Agent, CLICK HERE.
Navigating Medicare
As a consumer, it’s important to know the basics about Medicare. However, we realize it can be confusing to determine which plan will work best for you – so that’s why Medicare BackOffice® is here to help.
What is Medicare?
Medicare is health insurance for people age 65 or older, under age 65 with certain disabilities and people of any age with end-stage renal disease. Below, we will explain the four parts of Medicare — Part A, Part B, Part C and Part D.
It’s important that you understand the different components of Medicare and carefully weigh your choices. Why? Because your decision will impact many things, from what you pay and which benefits are available to you, to which doctors you can see and the quality of care you receive.
You Have Several Options, Depending on Where You Live. You Can:
– Elect Original Medicare
– Elect Original Medicare and add drug coverage with a Medicare Part D prescription drug plan
– Substitute a private Medicare Advantage plan for Original Medicare
– Substitute a private Medicare Advantage plan that also includes Medicare Part D prescription drug coverage in place of Original Medicare (resulting in an “MA-PD” plan)
– Elect Original Medicare, add a Medicare Supplement insurance plan to pay for any gaps in coverage and add drug coverage with a Medicare Part D prescription drug plan
We understand deciding on a Medicare health plan is one of the most important decisions you’ll make in retirement. We’re here to help.
Investment advisory services offered through Kingsview Wealth Management, LLC (“KWM”), an SEC Registered Investment Adviser. Insurance products and services are offered and sold through Kingsview Trust and Insurance Services (“KTI”), by individually licensed and appointed insurance agents. KWM and KTI are subsidiaries of Kingsview Partners.
Medicare Backoffice pays a one-time referral fee to KWM of $200 if you select a Medicare Supplement plan and $100 if you select a Medicare Advantage plan. This referral fee will be shared between KWM and your advisor.
This material has been prepared by Medicare Backoffice. It is not, and should not, be regarded as investment advice or as a recommendation regarding any particular course of action. The information herein is general in nature and does not address individual situations and should not be construed or viewed as any typed of individual or group recommendation. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal counsel before implementing any strategies discussed.