HK Financial Services is now part of Blucora. Please visit Blucora for more details.
  • Blucora HK-Logo
  • HK Financial ServicesHKFS-Logo
  • HKFS RetirementHKRS-Logo
  • HK Alliance HKA-Logo
1-Your browser does not support SVG

Connecting tax advice to wealth management

Your financial navigation partner

Can HKFS help my clients?

HKFS prides itself on helping clients through an independent, consultative approach. We do not push any certain product. We look for the best solution for each client in the following areas:

Asset Management

Investment advice
Customized portfolio management
Separately managed accounts
Passive and active models
Individual securities
Mutual funds
Exchange traded funds
Structured products
Executive benefit planning

Protection Planning

Life, disability & long-term care
Personal planning
Executive benefit planning
Business continuation
Advanced estate planning
Annuities
Group products

Retirement Plan Services

Existing and new plan consulting services
Plan cost analysis
Plan fiduciary services for trustees
Investment advisory services
Record keeping and custodial services
Plan administration services
Employee education

Brokerage Services*

Uni-401(k)s, SEP & SIMPLE IRAs
Traditional and Roth IRAs
1031 exchanges, TICs
Real estate investment trusts
Oil & gas opportunities
Other alternative investments
529 plans
Mutual funds
Individual securities

Watch how HKFS can help you with wealth management…