Retirement Planning

It’s never to soon, or too late, to plan for your retirement. ELO CPAs & Advisors will work closely with you to identify your retirement goals and create a comprehensive plan based on your income, assets, future expenses and any future sources of additional income. Our financial advisors will help position your portfolio to maximum return and minimize the impact of unexpected expenses.

We also assist business owners in preparing for their retirement from their company to ensure a seamless transition and an equitable resolution of equity.

Our Retirement Planning Services include:

  • Existing and New Plan Consulting Services
  • Plan Cost Analysis
  • Plan Fiduciary Services for Trustees
  • Investment Advisory Services
  • Record Keeping and Custodial Services
  • Plan Administration Services

Advisory accounts and services are offered through HK Financial Services (HKFS), an SEC-Registered Investment Adviser. Brokerage account services for transaction-based fees are offered through ProEquities, Inc., a Registered Broker-Dealer and Member FINRA and SIPC. HKFS, ProEquities and ELO Prof. LLC are separate legal entities.

This content is being provided for informational purposes only with the understanding that neither HKFS nor ProEquities is rendering tax, legal or accounting advice. Please consult with your CPA or other appropriate advisors on all matters pertaining to legal, accounting or tax obligations and requirements.

Pam Olinger is an investment adviser representative and a supervised person with HKFS. Pam Olinger is a registered representative with ProEquities. Check the background of this and other investment professionals on FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure (IARD).