Financial Planning

Navigate Your Finances

Financial Planning

Managing your current financial situation while preparing for the future can be a challenge. Yeo & Yeo Wealth Management, together with HK Financial Services, delivers a powerful difference in your financial journey with Guidance Planning Strategies (GPS). Your personal GPS financial plan and dedicated team of advisors can help you set budgets, track spending and achieve your financial and retirement goals.

GPS is a powerful program and experience because clients can keep track of their financial information while being able to see their “financial life” on a screen through images, charts, and graphs. GPS helps us highlight and discuss questions such as:

  • When might I be able to retire?
  • Will we have enough money in retirement?
  • What could my cash flow be like at retirement?

GPS | A Holistic Approach to Financial Planning

Guidance You Can Trust. Experienced CPAs and credentialed advisors lead you through the entire planning process.

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.

Ready to Get Started?

Contact Us Today To Speak With One Of Our Experts

Peter Bender

Peter Bender

CPAs & Business Consultants, Wealth Management

Investment advisory services offered through HK Financial Services (HKFS), an Independent Registered Investment Adviser. Commission-based securities products are sold by ProEquities registered representatives and offered through ProEquities, Inc., a Registered Broker-Dealer and Member FINRA and SIPC. HKFS, ProEquities, and Yeo & Yeo are unrelated entities. Neither HKFS nor ProEquities offer accounting, tax or legal services.

Check the background of Pete Bender on FINRA’s BrokerCheck.