GPS - Your Financial Navigation Partner


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.

DISCOVERY

What is important to you? What planning have you done? What are your goals?

ANALYSIS

Review current investments
Understand tax situation
Evaluate retirement progress
Determine assets and liabilities
Establish estate plan protection
Review insurance planning

DEVELOP A PLAN

Team approach with CPA
Investment management
Retirement income needs
Understanding cash flow
Risk mitigation

FOCUS ON TAX EFFICIENCIES

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

RISK MANAGEMENT

Life insurance
Long-term care
Disability
Personal property and liability
Business continuation

ONGOING REVIEW/SERVICE
Review goals
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.

Check the background of an Investment Professional on FINRA's Broker Check

*Advisory services provided through HK Financial Services (HKFS), a Registered Investment Advisor. Insurance products offered through many highly rated carriers. HKFS Inc. is independent.

Please be advised that Registered Representatives affiliated with HKFS hold various licenses in various states. For residents of states in which registration is not held, proper licenses and registrations must be obtained by the Registered Representative before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.