For some, the unknown path of investments, retirement and taxes can be overwhelming and unclear. To ensure a smoother ride, we can help guide you through the entire planning process. This includes connecting tax planning, estate planning and wealth management to what is important to you.
What is important to you? What planning have you done? What are your goals?
Review current investments
Understand tax situation
Evaluate retirement progress
Determine assets and liabilities
Establish estate plan protection
Review insurance planning
Team approach with CPA
Retirement income needs
Understanding cash flow
Review of taxes in-depth
Work with CPA on current tax liability
Understand tax law changes
Consider tax efficient investment options
Review tax savings opportunities
Provide strategies for business owners
Personal property and liability
Has anything changed?
Review next planning area
Investment review. Are you on track?
WHY GREEN STREET CAPITAL AND HKFS?
Green Street Capital partners with HKFS, a wealth management company that specializes in accounting and law firm clients. Founded by the partners of Honkamp Krueger & Co., P.C., a Top 100 CPA and business consulting firm, HKFS has a thorough understanding of navigating the special relationship between advisors and their clients. They work seamlessly with us to offer you an all-encompassing and guided approach to financial planning.