Wealth Management

Wealth Management 2017-04-28T10:48:57+00:00

TD&T CPAs and Advisors has partnered with HK Financial Services (HKFS) to provide wealth management services for our clients.  Founded in 1995 by the partners of Honkamp Krueger & Co., P.C., a leading national CPA firm, HKFS has become a premier provider of wealth management services throughout the United States.

A Powerful Team

We work together to provide a holistic approach that covers all aspects of the planning puzzle to achieve our clients goals and dreams.

We cover all of the key elements of a solid financial plan, including:

  • Tax Planning

    TD&T CPAs and Advisors works with clients throughout the year to identify tax planning opportunities.  Through this proactive approach, we are able to reduce your tax liability to the minimum required by tax law.

  • Asset Management

    HKFS employs elements of modern portfolio theory to construct invesment portfolios that are suited to your goals, time horizon and risk tolerance. The HKFS philosophy is to assist you with the allocation of capital among the major asset classes (bonds, stocks and cash), while working to minimize the risk inherent in the securities marketplace.

  • Risk Management

    We utilize a team of insurance and financial professionals to provide the best solutions using highly rated, handpicked and carefully monitored insurance carriers.  We can provide an independent and objective analysis of your risk management situation.

  • Retirement Planning

    We can review your retirement plan to ensure you can enjoy your current lifestyle, even after you stop working and not worry about outliving your assets (as well as saving substantial  current taxes).

  • Estate Planning

    Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors and creditors of others.

*Securities offered through ProEquities, Inc., a Registered Broker Dealer and Member FINRA and SIPC. Advisory services offered through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor. Honkamp Krueger Financial Services, Inc. and TD&T CPAs and Advisors, P.C. are independent of ProEquities, Inc.

Check the background of this firm on FINRA’s BrokerCheck.