Retirement Planning

Live the way you want.

We help businesses and people in all walks of life with their retirement planning.

A fulfilling retired life requires solid planning—especially if you want to maintain a certain standard of living.

A well-thought-out retirement plan makes sure you outlive your assets and takes full advantage of investment and tax strategies. To make your nest egg grow, it’s crucial to have people on your side who understand laws, deductions, exemptions and other aspects that affect the money you invest and the performance of your plan.

James Moore has affiliated with HK Financial Services to offer a wide range of retirement planning services.  We’ll help you get your plan started and assess potential tax savings, compliance and risk. Our team will monitor your plan and keep track of regulation changes, so we can give you timely advice that helps you maximize your contributions. We can also assist with employee education and ensure that plan fees are reasonable.

Whether your retirement is well into the future or just around the corner, give yourself the post-career lifestyle you want. HKFS offers a variety of retirement planning options, including:

  • Profit sharing plans

  • 401(k) plans

  • Customized defined benefit plans

  • 403(b) plans

  • Simple individual retirement accounts (IRAs)

  • Traditional and Roth IRAs

Retirement Planning Leader


Linkedin     vCard

Investment advisory services are offered through HK Financial Services (HKFS), an SEC-Registered Investment Adviser, and provided under the d/b/a name James Moore & Co. Brokerage account services for transaction-based commission are sold by ProEquities registered representatives and offered through ProEquities, Inc., a Registered Broker-Dealer and Member FINRA and SIPC. Erin Spiwak is an investment adviser representative with HKFS. Erin is not a ProEquities registered representative. HKFS, ProEquities, and James Moore & Co. are unrelated entities. Neither HKFS nor ProEquities offer accounting, tax or legal services.

Latest Articles

More Wealth Management Articles

Contact Us