THE BENEFITS OF WORKING WITH LARSON & COMPANY AND HKFS

• Annual risk management program evaluation
• Asset management
• Comprehensive view of your financial plan, incorporating taxes, investments, insurance, retirement planning, and estate planning
• Consistent investment and risk management philosophy and process
• Consolidation of record keeping and information
• Cost-effectiveness
• Customized portfolios
• Independent, objective insurance and investment analysis
• Quarterly, annual, and since-inception performance reporting
• Tax planning
• Team approach when you combine your CPA and a HKFS financial planner

We also offer retirement plan services for business owners. Please contact us to set up a consultation with our financial advisor.

For more information, contact Gordon Beh.