Services We Offer


  • Retirement Planning: Retirement planning is the broad banner that flies over everything we do. We don’t offer “one size fits all” solutions. We offer individual retirement solutions for individual clients.
  • IRA and Roth IRA Accounts: How well do you understand the differences between a Roth IRA and a traditional IRA? Which one makes the most sense for you? Our West Los Angeles wealth management team can assist you.
  • 401(k) & 403(b) Rollovers: Changing jobs provides the perfect opportunity to reevaluate your existing 401(k) or 403(b). You may well be able to help you earn a greater return by rolling it into something else and our team can assist you.
  • College Planning: We will help you navigate through the many factors that influence college planning and how they impact you.
  • Tax Efficient Planning: Tax implications are different for each individual. Our wealth management team can look for the retirement strategy that is the most tax efficient for you! We provide solutions that fit your lifestyle and budget.
  • Trusts and Estate Planning: Estate planning is a must for everyone with a family, no matter what your income level is. Not only does estate planning dictate what happens to your assets, it specifies who may take care of your children or who has power of attorney. Charitable gifting and legacy planning are an important element of this, as well as probate avoidance.
  • Life Insurance: Almost everyone needs life insurance, but you may wonder how much and what kind you need. We can help you determine if you are to posthumously guarantee provision for your family, or are you looking to build wealth in your lifetime.
  • Annuities: Annuities are a great way to secure a regular source of ongoing income, but choosing the right options can be daunting. That’s why HK Wealth Management, Inc. is here to assist with all your inquiries.
  • Business Succession Planning: Retirement is significantly more complicated when you own your own business. If that’s you, business succession planning is essential. When done correctly, there’s no reason your company can’t survive and thrive after you pass away.
  • Small Business Qualified Plans: If you own a small business, you may want to help your employees save for their retirement, or you may just want to maximize your own investment strategy. In either case, setting up a 401[k] might be the ticket for you. This will require in depth analysis of your situation, and we can help you navigate the most cost and tax efficient course for your business.
  • Captive Insurance Companies: Are you self-insuring and have bona fide risk to cover?
  • Company Owned Life Insurance: COLI can offer owners of smaller businesses the same types of benefits large companies enjoy.
  • Individually Managed Accounts: Our reason for being. We have nurtured and developed relationships with some of the top financial firms in the industry who will manage accounts for individuals that typically would not qualify for such due to smaller account size. $5,000 can get you started.
  • Long Term Care: Asset-based long-term care may be the perfect alternative for you.
  • Self Directed 401[k]: If your plan sponsor allows you to elect to self-direct the funds inside your retirement plan, this may be a great time to get them into a managed account, or any other alternative investment.