Red Wing Wealth Management Services
Do you have a plan to grow your wealth, while minimizing tax consequences?
Red Wing Area Wealth Planning
Whether you are selling a business, inheriting wealth or planning your estate, each process requires wealth planning. Smith Schafer understands this and our experts in Red Wing are experienced in advising business owners.
In addition to our core financial and tax services, we provide wealth management services to our Red Wing clients through our strategic partner, HK Financial Services. We connect tax planning, estate planning, and wealth management to what is important to you.
Red Wing Wealth Management Services
Personal Financial Management
Advanced Planning
Investment Consulting & Management
Risk Management
Serving your financial needs
We are partnered with HK Financial Services of Dubuque, Iowa, to provide investment advisory services and serve your financial needs in asset management, investment advisory, and financial planning for retirement. HK is a well-respected partner who works with over 90 CPA firms across the country. Like Smith Schafer, they believe in the team approach when it comes to providing services to our clients. To learn more about HK, please visit their website. website.
Advisory account services for an ongoing asset-based fee are offered through HK Financial Services (HKFS), an SEC-Registered Investment Adviser. Brokerage account services for transaction-based fees are offered through ProEquities, Inc., a Registered Broker-Dealer and Member of FINRA and SIPC. HKFS, ProEquities and Smith Schafer are separate legal entities. This content is being provided for information purposes only with the understanding that neither HKFS nor ProEquities is rendering tax, legal or accounting advice. Please consult with your CPA or other appropriate advisors on all matters pertaining to legal, accounting or tax obligations or requirements.