HK Financial Services is now part of Blucora. Please visit Blucora for more details.
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  • HK Financial ServicesHKFS-Logo
  • HKFS RetirementHKRS-Logo
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Connecting tax advice to wealth management

Your financial navigation partner

What can HKFS do for CPA firms?

  • Introduce the program to you, your partners, your staff and your clients
  • Provide a professional financial advisor to support you and your clients
  • Take you through the required licensing process and offer CE credit opportunities
  • Offer practical seminars with actionable ideas and CPA relationship-building opportunities for financial services and your practice
  • Assist in creating your business plans and objectives, entity selection, and compensation model
  • Demonstrate value by providing planning to you, your partners and your staff
  • Coach you on how to consult with clients while retaining independence and objectivity
  • Offer guidance on legal and compliance concerns
  • Assist with marketing plans, programs and materials
  • Produce detailed production reports to support goals and accountability
  • Support you with tax basis and both preliminary and final gain/loss reports
  • Conduct free client investment and risk management reviews

Compliance Required Disclosure: The testimonial contained on this page may not be representative of the experience of other clients and is no guarantee of future success.