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Connecting tax advice to wealth management

Your financial navigation partner
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Why Partnering With HKFS Makes Sense

  • Client retention
  • More time with best clients
  • Highest realization rate
  • Proactively meet more client needs
  • Lose fewer clients to competitors
  • Increase firm valuation
  • Additional source of revenue
  • Be a more attractive M&A partner
  • Use staff efficiently
  • Help fund succession plans

Keys to Greater Profitability for CPA Firms Offering Financial Services

Why Offer Financial Services?

Defining the Partnership with HKFS

Partnership Process

On-site dialogue session led by HKFS with the CPA partner group focusing on the question, “Is a financial services practice right for your firm or own agenda?”


Referral Card Form

HK Financial Services, Inc. PROFESSIONAL PARTNERS PROGRAM
Any referral you make, and any resulting referral reward, is confidential, unless you expressly consent to a release.