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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.



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.

  • $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 09.18.20

Overview: Global stocks saw the mixed performance last week as U.S. stocks sold off in the latter part of the week to finish down -0.6%. Meanwhile, emerging markets (MSCI EM) led international stocks higher (up 1.6%),

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Market Recap – Week Ending 09.04.20

Overview:  Major U.S. stock indices finished lower for the week after hitting all-time highs this past Wednesday. Market vacillation was driven by conflicting factors of mixed economic data, rising COVID-19 cases, and vaccine optimism. Investors are

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Market Recap – Week Ending 08.28.20

Overview: Stocks rallied across the globe last week. In the U.S., the S&P 500 index was up 3.3%, notching a fourth consecutive week of gains. International developed stocks (EAFE) rose 1.7%, and emerging market stocks (EM)

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Market Recap – Week Ending 08.14.20

Overview: Stocks moved higher across the globe last week, led by international developed (MSCI EAFE) markets, which were up 2.5% for the week. In the U.S., the S&P 500 index rose 0.7% on positive economic data and

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Market Recap – Week Ending 08.07.20

Overview: Despite the lack of a deal for a stimulus package in the U.S., stocks continued to trade higher last week. Markets were buoyed by stronger-than-expected second-quarter earnings, the anticipation of a vaccine in the near

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Market Recap Week Ending 08.03.20

Overview:  Stocks across the globe were mixed last week as July came to a close. International developed markets traded lower as political risks from the U.S. intensified and European earnings lagged. For the week, emerging market

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Market Recap Week Ending 07.24.20

Overview: U.S. stocks were marginally lower last week, while foreign stocks moved higher. The S&P 500 index was down about - 0.3% for the week, with international developed stocks and emerging markets up 0.4% and 0.6% respectively.

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Market Recap – Week Ended 07.17.20

Overview: Stock markets in the U.S. and in international developed countries were higher last week, while emerging market stocks retreated.  All major global indices are now up between 4-6% for the month of July. Optimism surrounding vaccine testing,

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Market Recap – Week Ending 07.10.20

Overview: Stock markets finished higher last week, led by emerging markets (MSCI EM).  EM stocks were up 3.7% for the week, with the S&P 500 index up 1.8% and international developed stocks up 0.5%. Markets rallied

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Market Recap – Week Ending June 26

Overview: Stock markets were volatile last week, as investors evaluated potential stimulus measures against renewed concerns of rising coronavirus cases. Steep down trades on Wednesday and Friday led the S&P 500 index to end the week down 2.9%.

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