Wealth Management

Wealth Management

Planning for the future can appear daunting.

There are so many things to consider and so much unknown! Many attempt to determine and work through their financial planning goals on their own, while others have discovered the benefits of working with a trusted adviser.

The professionals at James Moore have families, homes, careers, and dreams – just like you. We understand that partnering with the right professional can make the difference. As such, we have partnered with HK Financial Services to assist our clients plan for each of their life stages.

From budgeting to planning for your children’s education to addressing short- and long-term investment strategies, we help guide our clients through tough decision-making processes associated with:

* Asset Allocation & Portfolio Management
* Retirement Plans for Businesses & Individuals
* Investment strategies
* College education funding
* Risk Management & Insurance 
* Estate and Gift Planning

Financial Advisor magazine named HK Financial Services a Top 100 RIA firm in the country. And, Forbes magazine named HK Financial Services one of the country’s  Top 100 Wealth Manager  for 2015.

Guidance | Planning | Strategies

For some, the unknown path of investments, retirement and taxes can be overwhelming and unclear. We can help guide you through the entire planning process to ensure a smoother ride. We collaborate with HK Financial Services to connect tax planning, estate planning and wealth management to what is important to you.

Click below to view a short video on our Guidance Planning Strategies (GPS) program. Our advisors will help you answer such questions as “When might I be able to retire?”, “Will we have enough money in retirement?”, “Can we purchase that second home?”. And many more questions that might be important to you.

 The James Moore and HK Financial Services Team works together to learn more about your goals. Contact us so we can help you maneuver your challenges and help make your goals a reality.