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What can HKFS do for me?
  • Introduce the program to you, your partners, staff and your clients
    Provide a professional Financial Advisor to support you and your clients
  • Take you through required licensing process and offer CE credit opportunities
  • Offer practical seminars with actionable ideas and CPA networking opportunities for financial services and your practice
  • Assist in creating your business plans and objectives, entity selection and compensation model
  • Demonstrate value by providing planning to you, your partners and staff
  • Coach you on how to consult with clients while retaining independence and objectivity
  • Offer guidance on legal and compliance concerns
  • Assist with marketing plans, programs and materials
  • Produce detailed production reports to support goals and accountability
  • Support you with tax basis and both preliminary and final Gain/Loss reports
  • Conduct free client Investment and Risk Management reviews
Compliance Required Disclosure:  The testimonial contained on this page may not be representative of the experience of other clients and is no guarantee of future success.
 
Please call Bob Anderson at 800.791.8994 or 563.582.2855 for more information.
CPA Testimonial
 
"We have found that the financial services segment of our business not only adds a valuable service that our clients appreciate, but has formed a better bond with the individual business clients who deal with our company.  The HKFS staff is outstanding; office personnel and support staff are knowledgeable and helpful on every occasion."
 
Frank W. Diebold, Jr., CPA, PFS
Diebold & Associates, Ltd.
Schaumburg, IL
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2355 JFK Road, Dubuque, IA 52002
T 800.791.8994 or 563.582.2855
F 563.582.1040 | info@hkfs.com

Copyright © 2009 Honkamp Krueger Financial Services, Inc., All Rights Reserved. 

*DISCLOSURE: Advisory services provided through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor. Registered securities are offered through registered representatives of ProEquities, Inc., a registered broker/dealer, member FINRA and SIPC. Honkamp Krueger Financial Services, Inc. and ProEquities, Inc are independent.

Please be advised that Registered Representatives affiliated with Honkamp Krueger Financial Services, Inc. hold various licenses in various states. For residents of states in which registration is not held, proper licenses and registrations must be obtained by the Registered Representative before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.