Strategic Solutions

“Ideas are yesterday, execution is today, and excellence will see you into tomorrow.”

Julian Hall Creating

Creating a strategic plan is the first step, only by executing those strategies can we turn our aspirations into achievements. While most clients engage us to develop their plan, it is not a requirement. Some clients put their plan together themselves, or even engage other professionals.

It is our mission to help clients achieve financial success by implementing their strategic plan, regardless of how they developed it. Therefore, we give our clients ultimate flexibility in how they want to work with us by implementing expertly designed strategies to meet their needs. 

Strategies include:

Basic Retirement, Estate, and Educational planning; Life, Disability, Long-Term Care, and Property & Casualty insurance planning; Investment consolidation and management 

 

Ideal for: 

Clients who have already developed their strategic plan, and are seeking professional help in developing, implementing, and monitoring specific strategies to meet their needs.  

Length of engagement: 

One time or ongoing.

While we prefer to develop deep relationships with clients and continue to monitor their strategies on an ongoing basis, we understand some clients prefer a more hands-off approach. They elect to contact us when they have a question or concern, much like you would your doctor. Either way, we are here to help. 

 

How we’re compensated: 

For ongoing investment management, we charge a quarterly fee on the assets we manage in a fiduciary, advice-based relationship. We do have some clients who opt for a commission-based account, where they are directing and monitoring their investment strategy, and come to us as a second opinion.

For insurance strategy implementation, we are paid a commission for the work we do in tailoring the strategy to achieve your goals.   

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Start Developing Your Financial Strategy 

Germantown Hills Office

413 Jubilee Lane 

Germantwon Hills, IL 61548

T:309-383-4080

F: 1-309-524-6034

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Pittsburgh Office

6 PPG Place, Suite 600

Pittsburgh, PA 15222

T:412-562-1600

Check the background of this Financial Professional on FINRA's BrokerCheck.

HKS FINANCIAL PARTNERS IS NOT A SUBSIDIARY OR AFFILIATE OF MML INVESTORS SERVICES, LLC. SECURITIES AND INVESTMENT ADVISORY SERVICES OFFERED THROUGH QUALIFIED REGISTERED REPRESENTATIVES OF MML INVESTORS SERVICES, LLC. MEMBER SIPC (WWW.SIPC.ORG). [6 PPG PLACE SUITE 600 PITTSBURGH, PA, 15222. PHONE: 4125621600.] PROPERTY & CASUALTY INSURANCE IS OFFERED THROUGH A VARIETY OF QUALITY INSURANCE COMPANIES THAT ARE NOT AFFILIATED WITH MML INVESTORS SERVICES, LLC. NEITHER HERZOG KISTNER SHAW FINANCIAL PARTNERS, MML INVESTORS SERVICES NOR ANY OF ITS EMPLOYEES OR AGENTS ARE AUTHORIZED TO GIVE LEGAL OR TAX ADVICE. CONSULT YOUR OWN PERSONAL ATTORNEY, LEGAL OR TAX COUNSEL FOR ADVICE ON SPECIFIC LEGAL AND TAX MATTERS.

CRN202209-271351