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:
Investment advice
Customized portfolio management
Separately managed accounts
Passive and active models
Individual securities
Mutual funds
Exchange traded funds
Structured products
Executive benefit planning
Life, disability & long-term care
Personal planning
Executive benefit planning
Business continuation
Advanced estate planning
Annuities
Group products
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
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
