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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 11.20.20

Overview: Stock markets were mixed last week as positive vaccine news was tempered by rising Covid-19 cases and renewed lockdowns and restrictions. Policy uncertainties continued, with concerns about the delays in the election outcome, uncertainty around

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Market Recap – Week Ending 11.06.20

Overview: Stock markets had a strong week across the globe last week, as U.S. election results now suggest a divided Congress, with Republicans keeping control of the Senate. In the U.S., the S&P 500 Index was

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2020 Election: Politics and Portfolios

Every four years, the twist and turns of the U.S. elections invariably drive volatility in the markets. The force behind the increased volatility rarely stems from the election outcomes themselves, but the uncertainty leading up to

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2020 Election: Politics and Portfolios

Every four years, the twist and turns of the U.S. elections invariably drive volatility in the markets. The force behind the increased volatility rarely stems from the election outcomes themselves, but the uncertainty leading up to

Read More

Market Recap – Week Ending 10.23.20

Overview: U.S. stocks fell in volatile trade last week as stimulus talks stalled and virus cases spiked around the country. For the week, the S&P 500 index was down 0.5%, despite initial jobless claims reaching a

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Mid-Week Minute Market 10.22.20

Stocks in the U.S. traded lower this week amidst a slew of earnings reports and ongoing developments on the stimulus front. Over the weekend, House Speaker Nancy Pelosi set a 48-hour deadline for a compromise to

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Market Recap – Week Ending 10.16.20

Overview:  U.S. stock markets finished a volatile week mostly unchanged as fiscal stimulus remained in limbo, and economic and earnings data were mixed. The S&P 500 edged 0.2% higher for the week. In Europe, a new

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Market Recap – Week Ending 10.02.20

Overview: Global stocks were up last week in volatile trade as equities were led by emerging markets (MSCI EM), up 2.2%, and international developed stocks (MSCI EAFE), which finished 1.6% higher on the week. In the

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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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