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At HK Financial Services (HKFS), we partner with your CPA to provide holistic financial planning that considers your financial goals and any tax implications. We believe building a personal financial plan is the foundation for every financial decision and every financial decision has a tax implication.

In partnership with your CPA, HKFS develops a personalized and custom financial plan centered around your goals, dreams, and time horizons. Our GPS program – which stands for Guidance, Planning, Strategies – provides a full financial picture so you can make decisions knowing all financial implications, something only your CPA and financial planning consultant (FPC) can do together. Once your financial plan is established, we then explore how we can help with services such as asset management, retirement planning, risk management or insurance planning, estate planning, tax planning, and business planning.

 

HKFS PLANNING EXPERIENCE

Trustworthy Guidance

HKFS and your CPA combine our expertise to provide you with the best possible guidance for your personal situation.

 

Holistic Planning

When your trusted advisors have access to your full financial picture, together, we can plan for all the what-if’s in life and provide you with a roadmap to help you navigate your financial planning journey.

 

Results Driven Strategies

Combining tax and financial planning strategies, our comprehensive approach delivers strategies centered around your goals and dreams.

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  • $4B HKFS has over $4.1 billion in assets under management as of 12/31/19
  • RIA HKFS is the largest Registered Investment Adviser firm in the state of Iowa
  • 100 HKFS is ranked as a top 100 RIA in the country by Financial Advisor (FA) magazine

The HKFS Blog

Market Recap – Week Ending 05.15.20

Overview:  Stocks had another volatile trading week with major global stock indices down between 1-3% for the week.  A speech by Federal Reserve Chair Jerome Powell mid-week rattled the markets, as Powell warned of

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10 Reasons to Make a Roth Conversion or Contribution

Roth conversions should be considered for many individuals over age 70.5 in 2020, especially since required minimum distributions (RMDs) have been waived. If income is down, the tax impact of a conversion is also lessened. See

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Market Recap – Week Ending 05.01.20

Overview: Markets fared well in April despite expected weak economic data and a flare-up of U.S.-China trade tensions. Early positive reports of progress on coronavirus treatments boosted investor sentiment. After a strong April, U.S. stocks took

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Market Recap – Week Ending 04.24.20

Overview:  Stocks faced a volatile week as performance hinged on progress of coronavirus treatment testing and economic data. The S&P 500 Index recovered to finish down -1.3% for the week. Market sentiment turned positive late in

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Market Recap – Week Ending 04.17.20

Overview: U.S. stock markets rallied on the hope that parts of the U.S. economy may begin to re-open soon. Investor optimism outweighed news of the coronavirus economic impact, dismal economic data, and weak first-quarter

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Market Recap – Week Ending 04.03.20

Overview:  Stock markets globally declined last week as the coronavirus continued to dominate the news. Investors searched for direction, as global fiscal and monetary policy now transitions from announcement to implementation. The S&P 500 ended down

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CARES Act: Changes that Impact Personal Finances

CARES Act: Changes that Impact Personal Finances

The $2 trillion Coronavirus Aid, Relief and Economic Security Act that was signed into law  on March 27 has several provisions you should know about with respect to personal finances.Read More

Market Recap – Week Ending 03.27.20

Overview: Last week was another roller coaster ride in the markets, as investors digested a number of developments around the monetary and fiscal policy response to the spread of the coronavirus. Passage of a $2 trillion

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Market Recap – Week ending 03.20.20

Overview: Despite emergency rate cuts and accommodative actions to counteract the economic impact of COVID-19, all global markets remained volatile. The S&P 500 continued its selloff from the prior week and ended 15.0% lower. In an

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Market Recap – Week Ending 03/13/20

Overview: The Federal Reserve enacted a second round of emergency interest-rate cuts Sunday night March 15, lowering the fed funds rate to a range of 0 - 0.25%. In addition, the Fed announced that they would

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