Connecting Tax Advice to Wealth Management
In addition to our core financial and tax services, Wipfli/Bauerle provides comprehensive wealth management services to our clients through our strategic partner, HK Financial Services (HKFS). The CPA connection to HK Financial Services helps you better understand your personal financial situation and keep you on track to meet your goals. We understand the variety of financial service choices available and welcome the opportunity to show you how we can help. Our investment and risk management audits are designed to help you better understand your personal situation and keep you on track for financial success.
HK Financial Services is a wealth management services provider founded in 1995 by the partners of Honkamp Krueger & Company, P.C. Their world-class systems and services allow us to assist individual and business investors to accumulate, preserve and transfer wealth. HKFS works with over 90 CPA firms throughout the United States, emphasizing a team approach with the CPA to serve the client.
The Benefits of the CPA Connection
- Annual risk management program evaluation
- Asset management
- Comprehensive view of your financial plan, incorporating taxes, investments, insurance, retirement planning and estate planning
- Consistent investment and risk management philosophy and process
- Consolidation of records keeping and information
- Customized portfolios
- Independent, objective insurance and investment analysis
- Quarterly, annual and since-inception performance reporting
- Tax planning
- Team approach when you combine your CPA & HKFS financial planner
We also offer retirement plan services for business owners. Download our flyer for more information.
Advisory Services offered through Honkamp Krueger Financial Services, Inc. (HKFS), a Registered Investment Advisor. HKFS, 3390 Asbury Road, Dubuque, IA 52002. 563.582.2855.
Wipfli/Bauerle has been awarded several awards from HK Financial Services including: Top Wealth Advisory Firm, Impact Award – Firm of the Year, and Tom Dosen, Managing Partner recognized to the HKFS President’s Club.
Anyone who owns property – a home, a car, a bank account, investments, business interests, a retirement plan account, collectibles, personal belongings, etc. – needs an estate plan. An estate plan allows you to direct how and to whom your property will be distributed after your death. If you have no estate plan at all, your property could be distributed according to your state’s intestacy laws without regard to family needs or your desires.
Wipfli/Bauerle team members are actively involved in the following wealth management associations: