Financial Planning and Wealth Management
At Watson Coon Ryan, we believe the best way to serve clients is to provide value. Not only are we focused on providing value to an established company or start-up business, but to the owners, entrepreneurs, and other individuals we work. We integrate our business and personal services to add value wherever and whenever we can. And because of our strategic partnership with HK Financial Services (HKFS), the team at Watson Coon Ryan holistically adds value to both businesses and individuals through holistic wealth management and financial planning services.
Who Is HKFS?
HKFS is a national wealth management firm that believes financial planning is best when financial strategies are paired with tax strategies. Therefore, HKFS works exclusively with CPA firms and their clients to develop comprehensive financial planning using the GPS program, which stands for Guidance, Planning, Strategies. After your financial plan is developed, together we coordinate investment, insurance, and retirement planning opportunities with tax planning advice. HKFS is:
- Listed in the top 100 of U.S. RIA firms by Financial Advisor (FA) magazine and in The 2020 Wealth Magnets’ Billion Dollar Club by accounting Today1.
- And has over $4.5 billion in assets under management2.
Combining our firm’s tax expertise with the deep financial planning strength of the HKFS team, together we provide an integrated approach to everything we do - financial planning, asset management, tax planning, estate planning, business retirement plan services, business transition strategies, and more.
Adding Value Through Our Planning Program
Our planning tool visually lays out a long-term plan, looking at all the impacts of financial decisions. Known as GPS – which stands for Guidance, Planning, Strategy – the planning tool demonstrates how decisions like investing in your 401(k), selling a business, donating to charities, or plans for your estate impact your future. We’ll also look at strategies for reducing risk in your long-term plan. Watch the video below to learn how planning can truly impact your life.
A Distinct Advantage
- Salaried HKFS employee advisors, also known as financial planning consultants (FPCs), to provide unique recommendations tailored to you
- Collaboration between Watson Coon Ryan and the FPC to help minimize potential tax exposure
- An interactive planning program and process illustrates your entire financial picture
- The HKFS Investment Advisory Committee provides oversight of all investment allocations
1 Rankings are not representative of any one client’s experience and are not indicative of future performance. Neither HKFS, its employees and its affiliates pays a fee to participate or be included in any rankings. (a) August 2020. Financial Advisor (FA) magazine’s 2020 RIA Survey & Rankings ranked RIA firms based on percentage of growth in AUM from the previous year. To be eligible, firms must be independent RIAs and file their own ADV statement with the SEC, provide financial planning and related services to individual clients, and have at least $50 million in AUM as of 12/31/2019. Awards are generally based upon information provided by the recognized advisor. (b) May 31, 2019. Accounting Today’s Wealth Magnets: The Top 150 Firms by AUM ranked CPA firms involved in financial planning by AUM. Candidates for the list must be CPA firms that have a financial planning practice (including subsidiaries and affiliates), and at least one of the financial planners in the practice must hold a CPA credential. AUM is as reported on our year-end 2018 Form ADV Part 1A filing. Awards are generally based upon information provided by the recognized firms. Firms submitted via survey, with the top 150 ranked by assets under management.
2 As of 09/30/2020. ‘Regulatory’ assets under management (as reported on HKFS’s 12/31/2019 Form ADV Part 1A filing) at $4.1 billion.
Investment advisory services offered through HK Financial Services (HKFS). Commission-based securities products are offered through Avantax Investment Servicessm, Member FINRA, SIPC (Avantax). HKFS and Avantax are independent of and unrelated to Watson Coon Ryan. Insurance services offered through licensed agents of HKFS. Neither HKFS nor ProEquities provide tax, accounting or legal services.