COMPLETE STRATEGIES FOR YOUR BUSINESS
To offer a full-service retirement plan program, Green Street Capital partners with HK Financial Services (HKFS), a TOP 100 wealth manager in the U. S. (Forbes, 2015). Through a complimentary review by HKFS, you can assess your plan's potential tax savings, compliance, risk, employee education, and ensure overall fees are reasonable. Here are the key differentiators HKFS offers:
Owners and employees will be provided with strategies to help maximize contributions and tax deductions, while also increasing employee deferrals to meet retirement goals.
The plan investment liability will be reduced by having the highest level of fiduciary protection under the law.
The asset allocation models are actively managed by a knowledgeable investment advisory committee which is always held responsible.
Your employees receive customized investment advice and guidance to help them meet their individual financial goals and independence.
To further enhance your current retirement program and understand your responsibilities, HKFS will provide a complimentary 360 degree comprehensive review of your current plan. Contact your CPA to schedule a call and starts your review.
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.