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.