What is Wealth Management?
Holistic Approach to your Finances
Guidance. Planning. Strategies. Focused on your success.
For some, the unknown path of investments, retirement and taxes can be overwhelming and unclear. We can help guide you through the entire planning process to ensure a smoother ride.
In addition to our core financial and tax services, we provide wealth management services to our clients through our strategic partner, HK Financial Services. We connect tax planning, estate planning,
Discovery
- What is important to you?
- What planning have you done?
- What are your goals?
Analysis
- Review current investments
- Understand tax situation
- Evaluate retirement progress
- Assets and liabilities
- Estate plan protection
- Review insurance planning
Develop a Plan
Team approach with HK & Smith Schafer- Investment management
- Retirement income needs
- Understanding cash flow
- Risk mitigation
focus on tax efficiencies
- In-depth review of taxes
- Work with Smith Schafer on current tax liability
- Understand tax law changes
- Tax efficient investment options
- Tax savings opportunities
- Strategies for business owners
Risk Management
- Life insurance
- Long-term care
- Disability
- Personal property and liability
- Business continuation
ongoing review/service
- Review goals
- Has anything changed?
- Review
next planning area - Investment review. Are you on track?
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.
Interested in connecting with one of our financial advisors about our wealth management services?
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Our client satisfaction is exceptional, as demonstrated by our 96.4% 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.