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Insurance Planning


The HKFS insurance planning philosophy is simple – match the best companies, products and services to your client’s individual risk management needs. HKFS utilizes a team of insurance and financial professionals who strive to provide the best solutions using highly rated, handpicked and carefully monitored insurance carriers.

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Insurance Planning

The HKFS insurance planning philosophy is simple – match the best companies, products and services to your client’s individual risk management needs. HKFS utilizes a team of insurance and financial professionals who strive to provide the best solutions using highly rated, handpicked and carefully monitored insurance carriers.

Our mission is to provide a insurance planning program that works hand-in-hand with your client’s wealth management objectives, while focusing on the protection and preservation of their assets.

Our professional insurance planning services include:
  • Team approach that incorporates tax and legal advisors
  • Independent objective analysis of your risk management situation
  • Representation of multiple insurance carriers to match your needs with the appropriate product from a quality company at a competitive price
  • Regular, ongoing service reviews
  • Coordination of risk management program with wealth management objectives
  • Life, long-term care and disability insurance as well as group life and health plans
  • Full array of insurance planning solutions including business continuation, advanced estate planning, executive benefits and personal planning

Our insurance planning audit/review incorporates a consultative approach with comprehensive wealth management planning. This approach connects the CPA’s tax expertise with our financial services planning in order to reach your client’s goals.

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