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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 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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Federal Reserve Announces Rate Cut

The Federal Reserve announced an emergency rate cut of half a percentage point on March 3, 2020 around 9 A.M. CST. The cut comes in response to the growing economic threat from the novel coronavirus.  The

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Market Recap – Week Ending 02.28.20

Overview:  Global stock markets plunged as coronavirus continued to dominate headlines. The correction last week was the largest market decline since the global financial crisis for major stock markets. The S&P 500 dropped over 11% for

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Market Recap – Week Ending 02.21.20

Last week:  Global markets remained volatile this past week as investors continued to monitor developments of the coronavirus. The S&P 500 Index ended the week 1.2% lower. International stocks retreated as well, with developed countries (MSCI

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Market Recap – Week Ending 02.14.20

Overview:  Stock markets rebounded last week as investors continue to weigh economic fundamentals and positive earnings while monitoring the latest headline news on the coronavirus. Market sentiment has remained positive as investors appear to believe the

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Market Recap – Week Ending 02.07.20

Stock markets rallied last week, with strong corporate earnings and tariff reductions by China counteracting ongoing coronavirus fears. The S&P 500 Index led the way, up 3.2% for the week. Both international developed and emerging market

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Market Recap – Week Ending 01/29/20

Overview: Global equities saw declines last week as coronavirus concerns continued to weigh on the markets. In addition, investor sentiment was challenged by the third impeachment trial in our nation’s history and the U.K. formally leaving

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Market Recap – Week Ending 01.24.20

Overview: Investor fears about the impact of the coronavirus outbreak dominated global headlines last week. The potential global economic impact of the coronavirus was the focus, as earnings and economic data took a back seat.  Domestically,

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Market Recap – Week Ending 01.10.20

Overview: Stocks around the globe are off to a good start in the first 10 days of 2020. Both the S&P 500 Index and emerging market stocks (MSCI EM) are up over 1% so far this year,

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