Our insurance planning services
- A team approach that incorporates tax and legal advisors
- An independent and objective analysis of your risk management situation
- Representation of multiple insurance carriers to match your needs with the appropriate product from a quality company at a competitive price
- Regular service reviews
- Coordination of risk management program with wealth management objectives
- Life, long-term care, and disability insurance as well as group life and health plans
- A full array of insurance planning solutions including business continuation, advanced estate planning, executive benefits and personal planning
Our insurance planning audit/review incorporates a consultative approach with comprehensive wealth management planning. This approach connects our tax expertise with financial planning services in order to reach your goals.
Other related services
*Investment advisory services offered through HK Financial Services (HKFS), an Independent Registered Investment Advisor. Commission-based securities products are sold by ProEquities registered representatives and offered throughProEquities, Inc., a Registered Broker-Dealer and member of FINRA and SIPC. Insurance products issued by many highly rated carriers. HKFS, ProEquities and Boyum Barenscheer, PLLP are independent of each other.
This material 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.