Wealth Management

Fouts & Morgan has partnered with HK Financial Services, Inc. (HKFS) to meet the wealth management needs of our 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 the special relationship between Fouts & Morgan and our clients.

We work in partnership with HKFS to coordinate investment, insurance, and retirement planning opportunities with tax planning advice.  Through this unique approach, HKFS has helped thousands of clients stay on track with their comprehensive wealth management goals.

As of July 2019, HKFS had over $3.5 billion in assets under management; over $3.5 billion of in-force life insurance coverage; and over $433 million held in non-managed brokerage accounts. 

What we provide:

Complimentary investment and risk management review are conducted at no charge to identify if you have any specific needs or uncover significant savings opportunities and to see how we may help you.

We take a comprehensive approach to ensure an experienced team is looking at the whole picture, rather than piece by piece. Knowing there are experienced CPAs and financial professionals working together as a team provides confidence that you can reach your financial goals and dreams.

Most investments and life insurance policies have tax aspects that should be understood by your CPA and integrated into your plan. We will analyze and explain the tax impact of your plan choices.