Connecting tax advice to wealth management
Your financial navigation partner
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.