We help our clients achieve and exceed their financial goals by applying sophisticated financial planning, investment management, income tax and estate planning strategies. While we understand that the world of wealth management can seem complex, we pride ourselves on the ability to simplify and effectively articulate the techniques that we employ on behalf of our clients, so they have peace of mind. Communication and collaboration with our clients is of the utmost importance.
A comprehensive wealth management approach takes into consideration current and future goals. HK Private Client LLC will partner with you and your outside advisors (legal, tax, insurance, and banking) to ensure a holistic and customized strategy.
The HK Private Client LLC Investment Philosophy and Process has been forged by the application of academic theory, assimilation of thought-leadership from industry experts, empirical economic data, and filtered by decades of practical experience.
Life Insurance
Life insurance can be the means to accomplish several goals, including income or wealth replacement, minimizing costly estate taxes, funding educational goals for heirs, contributing to charitable endeavors, ensuring business continuance, or as part of a larger tax minimization program.
Annuities
An annuity is a contract between a client and an insurance company; an annuity can play a strategic role for many clients by offering features such as downside market protection, investment principal return, and guaranteed income -- or as part of a tax-minimization strategy.*
Long Term Care Insurance
The benefits of long term care insurance go beyond Medicare or other health insurance programs by reimbursing expenses needed to help maintain lifestyles as we age. HK Private Client LLC can help clients navigate the numerous long term care insurance programs which can be customized to help meet these challenges.