Financial Planning

We help our client’s achieve and exceed their financial goals

We take a holistic approach to financial planning by applying sophisticated financial analysis, investment management, and tax & estate planning strategies.  

With over 50 years of combined experience in financial planning and wealth management we have seen it all — from births to deaths, beginning a career to retirement, and all the other joys and challenges in life — our mission is to build long-term meaningful relationships and secure our clients financial future.  

Multi Generation Planning

 

Through the years, our clients have grown to trust HK Private Client LLC to create comprehensive wealth transfer and financial strategies for the next generation and beyond.

 

  • Manage trust investment accounts
  • Analyze and recommend insurance policies
  • Tax and risk minimization strategies
  • Advanced retirement planing
  • Advise on home financing and other large purchases
  • Coordinate with attorneys, trust officers, and CPAs
  • Create a foundation of long-term retirement strategies for younger generations entering the workforce

Retirement

 

Whether planning long-term or transitioning to retirement, HK Private Client LLC is a trusted partner to understand your objectives and help achieve your goals.

 

  • Establish accounts and manage regular contributions and/or distributions
  • Custom positioning of taxable and tax-deferred assets
  • Coordination of personal investment investment accounts with workplace retirement plans (401K, 403B, 457, etc.)
  • Integration of Social Security and Medicare benefits into overall holistic financial plan
  • Analyze and recommend risk management strategies involving insurance
  • Create multi-year plan to transition into retirement

Loss of a Loved One

 

Losing a loved one is among the most difficult time in one's life. Having a strong financial plan offers peace of mind to know the financial future of survivors is secure.

 

  • Comprehensive review of all current and future assets: Retirement Accounts, Life Insurance, Employer Stock, Pension Benefits, Home Value/Mortgage, Brokerage Accounts, and Income
  • Coordinate with Accountants, HR Departments, Trust Officers, Insurance Companies, and Attorneys

Divorce

 

Divorce is an emotional, complicated, and life-changing process. HK Private Client LLC helps to navigate these challenges to allow you to be financially confident in your post-divorce life.

 

  • Compile net worth/balance sheets
  • Provide advice and counsel on division of assets in accordance with divorce decree
  • Coordinate with respective attorneys and CPAs
  • Open new investment accounts based on individual objectives and circumstances
  • Consult on financing for new homes and other credit strategies
  • Manage trust investment accounts as advised by client attorneys

Selling a Business

 

Whether selling your business is the cumulation of your life's work, or the beginning of an exciting new opportunity, HK Private Client LLC ensures you are ready for whatever comes next.

 

  • Pre-sale planning and post-sale asset management
  • Coordinate with CPAs, attorneys, and brokers
  • Investing proceeds through trusts, retirement accounts, private equity, and real estate
  • Tax minimization strategies

Learn More About Customized Wealth Management

(630) 219-3441 ~ donald.heatherly@hkprivateclient.com

Main Office

  • 1776 Legacy Circle Ste. 111
  • Naperville, Illinois
    60563

Phone

  • 630.219.3441


Email

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.