Tax planning plus total wealth management is a winning combination.
Our clients look to us for guidance on intricate tax matters, strategic planning and business advice. It’s no wonder they also rely on us to help them plan for their future. Our tax advisors and CFP® professionals leverage knowledge of our client’s financial life to provide long-term growth and preservation strategies of their investments, while reducing tax burdens. Boyum Barenscheer’s wealth management services are provided in conjunction with our strategic partner HK Financial Services. HK Financial Services is a wealth management services provider founded in 1995 by the partners of Honkamp, Krueger & Company, P.C. Their world-class systems and services allow us to assist individual and business investors to accumulate, preserve and transfer wealth. HKFS works with over 90 CPA firms throughout the United States, emphasizing a team approach with the CPA to serve the client.