Wealth Management Services

At Harding, Shymanski & Company, we’re passionate about helping our clients meet their financial goals, and we’re committed to investing the time needed to build real relationships that deliver real solutions. That’s why we have partnered with HK Financial Services (HKFS) to provide you with a team-based approach to navigating a successful financial plan. Our team’s primary focus is on your goals and priorities, and implementing planning-centric strategies to address your unique wealth management needs.

Who is HKFS?

HKFS works with CPA firms to holistically connect tax and financial planning. Their team of financial planning professionals are leaders in the industry, having 25 years of experience of financial planning in partnership with CPA firms across the country. HKFS has been recognized in the industry as a Top 100 RIA in the country by Financial Advisor (FA) Magazine, included in Accounting Today’s Wealth Magnets Billion Dollar Club, and has over $4.1 billion in assets under management*.

*FA Magazine 07/2019; Accounting Today 07/2019; ‘Regulatory’ assets under management (as reported on HKFS 12/31/2019 Form ADV Part 1A filing) at $4.1 billion.

To find out more about HKFS, visit their website.

GPS for Your Wealth Management Decisions

The HKFS Guidance Planning Strategies is a planning program designed to reduce uncertainty and give our clients the confidence that they are on the right track.

Guidance You Can Trust: Coordinating tax considerations with your Harding Shymanski consultant is an essential element in our holistic approach to financial planning.

Planning You Can Understand: Navigating your destination points and making adjustments as needed provides clarity for your journey.

Strategies that Make a Difference: Comprehensive advice generates financial options unique to your situation.

Offering You a Distinct Advantage

  • Collaboration between your wealth management and CPA teams to potentially minimize your tax exposure.
  • An interactive planning program and process called Guidance Planning Strategies (GPS) illustrates your entire financial picture.
  • Salaried financial planning consultants (FPCs) provide unique recommendations tailored to you.
  • The HKFS Investment Advisory Committee provides oversight of all investment allocations.

headshot of Kelly Adams

Kelly C. Adams, MBA

Kelly Adams is a financial planning consultant for HK Financial Services (HKFS). In collaboration with a client’s CPA, Kelly provides integrated planning and investment strategies for growing and protecting clients’ wealth. She designs personalized wealth management solutions by integrating estate planning, risk management and retirement planning based on each client’s unique objectives and priorities.

Kelly is a registered representative with ProEquities, Inc. She has earned her Kentucky insurance consultant license and is a licensed health, life and variable insurance agent. Kelly is based in our Louisville, Kentucky office.

Credentials: Series 7, 24, 66 and 79 securities licenses

 

Nicole Ary Boren

Nicole Ary Boren

Nicole Ary Boren is a financial planning consultant for HK Financial Services (HKFS). In collaboration with a client’s CPA, Nicole provides integrated planning and investment strategies for growing and protecting clients’ wealth. She designs personalized wealth management solutions by integrating estate planning, risk management and retirement planning based on each client’s unique objectives and priorities.

Nicole is a registered representative with ProEquities, Inc. and a licensed health and life insurance agent. Nicole is based our Evansville, Indiana office.

Credentials: FINRA Series 6,7,63 and 66 securities licenses.

Disclosure: Investment advisory services offered through HK Financial Services (HKFS), a Registered Investment Advisor. Commission-based securities products are sold by ProEquities registered representatives and offered through ProEquities, Inc., a Registered Broker-Dealer and member FINRA and SIPC. Insurance provided through many highly rated carriers.  HKFS, Harding, Shymanski & Company, P.S.C. and ProEquities are independent of each other.

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