Financial Planning

Areas of a Holistic Life Plan

Our customized financial plans begin by listening to our clients to identify their primary concerns as well as goals and objectives. Once goals are achieved, new ones are set and monitored.

The Process

A well-thought out financial plan is critical but most people don’t have the time or knowledge to create this plan, not to mention the ability to make changes as circumstances evolve. Your investments should not be managed based on convenience and certainly not left to chance.

About HK Financial

Our firm provides a broad spectrum of financial advisory services to a diverse yet select group of high net worth individuals, business owners, and their families.


HK Financial, Inc., a financial life planning and wealth management firm was formed in 1999, with a simple but profound guiding message to our clients:

Envision your Life and Legacy.
Align and Live your Vision.
We’re here to help.

HK Financial supports this vision by empowering individuals and families to attain financial and life goals. We do this by utilizing strategies designed to manage, protect and grow personal wealth from generation to generation, with experienced and highly personalized advice.