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Connecting tax advice to wealth management

Your financial navigation partner
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Why Offer Financial Services?

There are many reasons why you should include wealth management in your CPA firm suite of services:

  • 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

In addition, you can start earning significant revenue without large outlays of time, effort and personnel costs. You can start right away, avoiding costly mistakes. Finally, an HKFS financial advisor consults in your office, always putting client needs’ first, with no compromise.

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