Retirement Planning

Complete Retirement Planning for Your Business

RTBH has partnered with HK Financial Services (HKFS), a Top 100 Wealth Manager in the U.S. (Forbes, 2015). You can assess your plan’s potential tax savings, compliance, risk, employee education, and make sure you are paying reasonable fees through a complimentary review by HKFS. Here are the key differentiators HKFS offers:

Custom Design with a Comprehensive Approach

Owners and employees will be provided with strategies to help maximize contributions and tax deductions, also increasing employee deferrals to meet retirement goals.

Fiduciary Liability Protection

The plan investment liability will be reduced by having the highest level of fiduciary protection under the law.

Investment Management

The asset allocation models are actively managed by a knowledgeable investment advisory committee. The committee is held responsible and takes on risk for the selection, monitoring and removal of funds through the investment process.

Employee Financial Planning and Education

Your employees will receive customized investment advice and guidance to help them meet their individual financial goals and independence.

Complimentary Review

To further enhance your current retirement program and understand your responsibilities, HKFS will provide a complimentary 360° comprehensive review of your current plan. We would be happy to schedule a call with you or your team to start your review.

Securities offered through ProEquities, Inc., a Registered Broker Dealer and Member FINRA and SIPC. Advisory Services offered through Honkamp Krueger Financial services, Inc., a Registered Investment Advisor. Insurance products offered through many fine carriers. Honkamp Krueger Financial Services, Inc., is independent of ProEquities, Inc. Approval No. 100416

read more
  • Increased Tax Reductions
  • Maximized contributions
  • Reduced fiduciary liability
  • 360° comprehensive review
  • Flexible and customized plan options
  • Active investment management
  • Payroll integration options
  • Employee financial education and advice
  • High-level service
  • Knowledge and dedication