We believe the financial planning process should begin with your CPA and financial planner understanding what is important to you. We listen, assess, and develop tax-efficient financial strategies to help you navigate your financial goals. In addition to planning services, we also offer financial strategies such as:
Your unique investment strategy is centered around your personal situation. An experienced Investment Advisory Committee navigates the nuances of the market and provides unbiased oversight and management of all allocations.
Our team can review and assess your retirement plans to make certain you are on track to reach your goals. In addition to personal retirement solutions, we offer full-service retirement plan services for businesses with a complimentary 360-degree review of your organization’s current plan.
A complimentary risk assessment provides our team of insurance experts with the ability to identify the most appropriate insurance solutions for you, your family, and/or your business. We work with a variety of highly-rated providers to implement the most appropriate insurance solutions based on your needs.
From wealth transfer planning to charitable planning and everything in between, we can build a plan to preserve your wealth with a full range of estate planning strategies and solutions.
The collaboration between HKFS and your CPA advisors provides you with a distinct advantage when it comes to financial planning. Whether harvesting tax losses, implementing tax diversification or savings strategies, we can work together to minimize your tax exposure.