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  • HKPHKP-Logo
  • HK Financial ServicesHKFS-Logo
  • HKFS Retirement ServicesHKRS-Logo
  • HK Alliance HKA-Logo
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Connecting tax advice to wealth management

Your financial navigation partner
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Defining the Partnership with HKFS

  • We understand your CPA firm culture – our owners are CPAs.
  • Our financial advisor consults in your office, always putting your clients’ needs first, with no compromise.
  • You can start right away, avoiding costly mistakes.
  • You can start earning significant revenue without large outlays of time, effort and personnel costs.
  • You can provide independent, objective analysis of insurance and investment needs by pre-approving suggested client solutions.
  • You can use our marketing resources at no additional cost.
  • You would have access to resources and best practices through the HK Alliance.
  • We can assist with your goal setting and execution.
  • We can help you identify and address client needs.
  • You can build relationships with our other CPA affiliates.
  • You can improve your valuable relationships.