We value your trust to help provide you with sound, quality financial services. That trust is why we partnered with HK Financial Services to provide you an ever broader approach to secure your financial future.
We do more than provide tax and business advisory services
Anderson ZurMuehlen provides comprehensive wealth management services to our clients through our strategic partner, HK Financial Services (HKFS). 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.
WHO IS HKFS?
HKFS is a wealth management firm that works strictly with CPA firms. The management team is comprised of highly competent and experienced professionals. HKFS has been identified as a Top Wealth Manager by Forbes.* HKFS will act as the Registered Investment Advisor and back office to Anderson ZurMuehlen.
What’s in it for you?
- Complimentary – investment and risk management audits are conducted at no charge
- Comprehensive Review –ensures an experienced team is looking at the whole picture, rather than piece by piece
- Financial Profile – assist in developing a plan that is specific to your needs
- Tax Analysis – most investments and life insurance policies have tax aspects that should be understood by your CPA and integrated into your plan
- Savings – investment and risk management reviews can uncover savings opportunities, which could be significant
- Reliance – knowing there are experienced CPAs and financial professionals working together as a team provides confidence that you can reach your financial goals and dreams
What can you expect?
- Discussion – your CPA and a HKFS professional will sit down with you and discuss your particular situation
- Timely Review – an investment and/or risk management audit is a pain free exercise for you the client, but rewarding to know where you are to date
- Financial Advice – We will review your situation and assist with recommendations to help you accomplish what is important to you
Contact Our Certified Financial Planner™
Mike Devous, CPA/PFS, CFP® ,shareholder, has undergone extensive training to provide our clients with sound financial advice. Mike partners with you and HKFS to provide comprehensive advice and connect your financial goals to your unique situation. Mike has been with Anderson ZurMuehlen providing clients audit and financial reporting services for almost 20 years.
*Forbes Magazine dated 05/2016. Forbes partners with RIA Database to compile the annual Top Wealth Managers list. Candidate firms qualify based on both quantitative and qualitative criteria. The 2016 list includes 100 firms, which are ranked by assets under management for year-end 2015, reported as of March 31, 2016. Members of the list must have managed at least 50% of their assets on behalf of retail clients, cannot run a broker-dealer (they can be affiliated with one), cannot be a bank (trust companies are permitted), and must be performing wealth management services. Firms cannot have had any regulatory, civil or criminal disclosures. The ranking is not representative of any one client’s experience, and is not indicative of future performance. HKFS did not pay a fee to participate.
Advisory account services for an ongoing asset-based fee are offered through HK Financial Services (HKFS), an SEC-Registered Investment Adviser. Brokerage account services for transaction-based fees are offered through ProEquities, Inc., a Registered Broker-Dealer and Member FINRA and SIPC. HKFS, ProEquities and Anderson ZurMuehlen & Co., P.C. are separate legal entities. CFP® and CERTIFIED FINANCIAL PLANNER™ are trademarks owned by the Certified Financial Planner Board of Standards Inc. and are awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
This content is being provided for informational purposes only with the understanding that neither HKFS nor ProEquities is rendering tax, legal or accounting advice. Please consult with your CPA or other appropriate advisors on all matters pertaining to legal, accounting or tax obligations and requirements.
Mike Devous is an investment advisor representative and a supervised person with HKFS. Check the background of this and other investment professionals on FINRA’s BrokerCheck and the SEC’s Investment Adviser Public Disclosure (IARD).