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IRA Rollover & Distribution Options


Our goal is to help individuals manage their entire financial situation. HKFS offers a variety of rollover and distribution options for both company owners and their employees. We will consult with individuals to help them make strong financial decisions in support of their overall goals. Our financial professionals will discuss options including:

  • 401(k) rollovers
  • Traditional IRAs
  • Roth IRAs

HKFS also offers brokerage services including the following products:

  • Uni-401(k)s
  • Mutual funds
  • 529 plans
  • Individual securities
  • Individual bonds
  • Real estate investment trusts
  • Oil and gas opportunities
  • Other alternative investments