Rochester Wealth Management Services
Our clients benefit from the depth of experience from our partnership with HK Financial. Together, we look at the total financial picture rather than solely on investments or taxes. We want to know what is important to you and build a tax efficient plan around this.
What is Wealth Management?
Wealth management is a consultative process with our Rochester, MN office experts to address your financial needs and take better control of your wealth accumulation, investments and risk.
Rochester Wealth Management Services
Personal Financial Management
Advanced Planning
- Retirement Planning
- Estate Planning
- Tax Planning
Investment Consulting & Management
Risk Management
Holistic Approach to your Finances since 1971
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.
Interested in connecting with one of our financial advisors about our wealth management services?
Wealth Management Resources
2023 Transportation Industry Tax Tips and Update
As we pass the halfway point of 2023, it is time to consider how law changes will affect your business in the year-end to come and what items have changed from the previous year.
Midyear Tax Planning Essentials
How did tax season go? Summer is an excellent time to enact a new tax planning strategy.
State of Minnesota Tax Rebate Payments
On Wednesday, May 24 the State of MN enacted legislation that will provide direct tax rebate payments to taxpayers.
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Our client satisfaction is exceptional, as demonstrated by our 95% satisfaction rate.
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Why Clients Choose Us
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.