There are investment needs that may be more appropriately met with brokerage products as opposed to fee-only advisory services and asset management services. Green Street Capital has partnered with HK Financial Services (HKFS) to provide brokerage services to our clients.

PRODUCTS OFFERED INCLUDE:

• Uni-401(k)s
• Individual bonds
• Traditional and Roth IRAs
• Real estate investment trusts
• Mutual funds
• Real estate 1031 exchanges
• 529 plans
• Oil and gas opportunities
• Individual securities
• Other alternative investments

YOU WILL RECEIVE

• Tax planning integration with your CPA
• Thorough review and analysis of your situation
• A variety of alternative or direct investments to enhance a well rounded portfolio
• High-level service
• Experience and dedication

Consider your current financial situation, including risk tolerance, time horizon and financial goals, to determine if a brokerage-based account or direct participation product would be the best solution for you.

WHY GREEN STREET CAPITAL AND HKFS?
Green Street Capital partners with HKFS, a wealth management company that specializes in accounting and law firm clients. Founded by the partners of Honkamp Krueger & Co., P.C., a Top 100 CPA and business consulting firm, HKFS has a thorough understanding of navigating the special relationship between advisors and their clients. They work seamlessly with us to offer you an all-encompassing and guided approach to financial planning.