Wealth Management Services

In addition to our core financial and tax services, Bauerle and Company provides comprehensive wealth management services to our clients through our strategic partner, HK Financial Services (HKFS). We understand the variety of financial service choices available and welcome the opportunity to show you how we can help. Our investment and risk management audits are designed to help you better understand your personal situation and keep you on track for financial success.

HK Financial Services is a wealth management services provider founded in 1995 by the partners of Honkamp Krueger & Company, P.C. Their world-class systems and services allow us to assist individual and business investors to accumulate, preserve and transfer wealth.  HKFS works with over 90+ CPA throughout the United States, emphasizing a team approach with the CPA to serve the client.

 The Benefits of the CPA Connection

• A team approach when you combine your CPA & HKFS financial advisor
• A comprehensive view of your financial plan, incorporating taxes, investments, insurance, retirement planning and estate planning
• Cost-effectiveness
• Independent, objective insurance and investment analysis with your needs at the forefront
• Consistent investment and risk management philosophy and process
• Portfolios designed to your needs
• Consolidation of records keeping and information
• Quarterly, annual and since-inception performance reporting
• Annual risk management program evaluation 

Advisory Services offered through Honkamp Krueger Financial Services, Inc. (HKFS), a Registered Investment Advisor. HKFS, 3390 Asbury Road, Dubuque, IA  52002.  563.582.2855.