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Financial Planning

Financial Planning

When we say advisors who care about both you and your business…we mean it. That’s why we’ve embedded financial planning into our core solutions. We believe to serve you best, we need to know your business goals, but also your personal goals and dreams, and what keeps you up at night.

With our partners, HK Financial Services (HKFS), we combine our tax expertise with financial planning excellence, ensuring we provide comprehensive solutions for you. It all starts with the personal nature of our relationship – understanding what’s important to you. We develop a customized financial plan based on the goals you’ve established. Our plan models all the “what-ifs” in life – showing how every financial decision you make has a tax implication – from tax planning, retirement planning, estate planning, college planning, risk management, and more.

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 FINRA and SIPC. HKFS, ProEquities and Williams & Company, PC are separate legal entities. CFP® and CERTIFIED FINANCIAL PLANNER™ are trademarks owned by the Certified Financial Planner Board of Standards Inc. and are awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This content is being provided for informational 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 and requirements.

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