Wealth management and financial planning services

 

Managing your personal or corporate wealth in today’s economy is not easy; many face the challenge of how to achieve their financial goals. Along with our strategic wealth management affiliate,  Avantax Planning PartnersSM, and Honkamp Krueger (HK) specializes in the development of sound financial plans for individuals and businesses that outline obtainable goals and details the steps to help you reach those goals.

Avantax and HK work together to assess our clients current financial situation through our GPS program, which stands for Guidance, Planning, Strategy. This powerful tool demonstrates how decisions like investing in your 401(k), selling a business, donating to charities, or planning for your estate impact your future. We’ll also look at strategies for reducing risk in your long-term plan, answer questions about when you may be able to retire, if you will have enough money to retire and what your cash flow would look like at retirement.

Trust our professionals to provide you with a well-organized, comprehensive plan enabling you to meet your short and long-term financial objectives.

View our short video below for details and contact your HK account manager to schedule an appointment.

 

 

Avantax WM HoldingsSM is the holding company for the group of companies providing financial services under the AvantaxSM name. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Honkamp Krueger & Co., P.C.. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. 3335576.1 12.2020