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Services

Honkamp Krueger Financial Services offers a wide variety of wealth management services to meet your needs.  Our knowledgeable, qualified and experienced staff is ready to help.  Contact your CPA or one of our Financial Advisors to learn more about these services:

  • Investment Planning
  • Customized Portfolio Management
  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds
  • Separately Managed Accounts 
  • Structured Products
  • Cash Management
  • Passive and Active Models
  • Interactive "Scenarios Based" planning software
  • Executive Services
  • Uni-401(k)s
  • Traditional and Roth IRAs
  • 1031 Exchange TICs
  • Real Estate Investment Trusts
  • Real Estate 1031 Exchanges 
  • Oil & Gas Opportunities
  • Other Alternative Investments
  • 529 Plans
  • Mutual Funds
  • Individual Securities
  • Individual Bonds
  • Executive Services 
  • Life Insurance
  • Personal Planning
  • Business Continuation
  • Advanced Estate Planning
  • Long Term Care
  • Disability
  • Group Life
  • Group Health
  • Group Disability
  • Annuities
  • Interactive "Scenarios Based" planning software
  • Executive Services 
  • Existing and New Plan Design & Consulting Services
  • Plan Cost Analysis
  • Plan Fiduciary Services for Trustees
  • Investment Advisory Services
  • Record Keeping and Custodial Services
  • Plan Administration Services
  • Employee Education
  • Interactive "Scenarios Based" planning software
  • Executive Services