Wealth Management

Our wholly owned planning affiliate, Wealth Management Advisors, LLC, provides services that focus on the accumulation, preservation and transfer of wealth. Such services necessarily encompass not only the income, gift and estate tax specialties but also the financial investment and risk management considerations for the overall effective planning required. Our strategic planning partner, HK Financial Services (HKFS) is an integral member of our wealth management team and provides the investment and risk management considerations noted above.

We primarily focus on high net worth individuals, private and charitable trusts and both non-qualified and qualified retirement plans. These team planning services may include financial planning and forecasting, charitable giving/legacy planning, compensation and retirement plan consultation, asset investment evaluation and management, and risk management (insurance) evaluation and adequacy. Not all services offered are necessarily applicable to each situation.

We believe there are many benefits of having your CPA as the team leader in providing wealth management services:

  • We provide a comprehensive view of your financial plan, incorporating taxes, investment advisory, insurance, estate planning, and financial planning for retirement
  • Efficient planning translates to overall cost-effectiveness
  • Investment Portfolios are designed to meet your cash flow and asset accumulation needs


Our experienced team of financial professionals may include those with the CFP™, CPA, and CAP™ designations among others. Your legal counsel would also be a key member of our planning team. We want to work with our client's legal counsel in providing these services. We have experience with several excellent estate and gift planning attorneys that we will recommend if their services are needed. Having a combined team of experts enables us to provide you with the most comprehensive approach to planning and customizing financial solutions.

Disclaimer

HK Financial Services is a wealth management services provider founded in 1995 by the partners of Honkamp Krueger & Company, PC. HKFS works with over 90+ CPA firms throughout the United States

Advisory services offered through Honkamp Krueger Financial Services, Inc. (HKFS), a Registered Investment Advisor. HKFS, 3390 Asbury Road, Dubuque, IA, 52002, 563-582-2855, www.hkfs.com.