Wealth Management & Financial Planning Services

Wealth management & Financial PlanninG services

 
 
 

CP Financial Services, LLP has been providing financial planning services to Casey Peterson, Ltd. clients since 2000.

We are partnered with HK Financial Services (HKFS) of Dubuque, Iowa, to provide investment advisory services and to work with our own Certified Financial Planners (CFP) in serving your financial needs in asset management, investment advisory, and financial planning for retirement.

HKFS is a well-respected partner that works with over 90 CPA firms across the country. Like Casey Peterson, Ltd., they believe in the team approach when it comes to providing services to our clients. To learn more about HKFS, please visit their website.


guidance • planning • strategies

For most, the unknown path of investments, retirement, and taxes can be overwhelming and unclear. We can help guide you through the entire planning process to ensure a smoother ride. We collaborate with HKFS to connect tax planning, estate planning, and wealth management to what is important to you. View the following short video for details and contact Casey Peterson, Ltd. to schedule an appointment.

 

 
Cara Miller, HKFS Financial Planning Consultant


CARA MILLER, CFP®
HKFS FINANCIAL planning consultant

CARA MILLER

Cara, a CERTIFIED FINANCIAL PLANNER™ professional, is the bridge that connects CP Financial Services, LLP and our clients to a full offering of asset management services to help them navigate life's financial journey. With over a decade of working with us, Cara has mastered this craft and seamlessly reflects our vision and values.

Tracie Clark


tracie clark
HKFS client relationship manager

tracie clark

Tracie, a Client Relationship Manager, collaborates with Cara Miller on maintenance and service of our CP Financial Services, LLP accounts. She is responsible for monitoring account investments and assists in the preparation, implementation, and management of all client accounts.


Contact Our wealth management & financial planning team

Contact Us


The benefits of the cpa connection


  • A team approach with your CPA wealth management consultants and HKFS financial advisor
  • A comprehensive view of your financial plan, incorporating asset management, retirement planning, insurance planning, estate planning, and tax planning
  • Cost-effectiveness
  • Portfolios designed to your needs
  • Quarterly, annual, and since-inception performance reporting
  • Annual risk management program evaluation

Disclaimer

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. Insurance products available through many fine carriers. HKFS, ProEquities, Casey Peterson, Ltd., and CP Financial Services, LLP. are independent of each other.

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

The information being provided is a courtesy. When you link to any of these websites provided herewith, you are leaving this site. Casey Peterson, Ltd. and ProEquities, Inc. make no representation as to the completeness or accuracy of the information provided on these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site. When you access on of these sites, you are leaving Casey Peterson, Ltd. website and assume total responsibility and risk for your use of the sites you are linking to.


Request a consult for Wealth Management & Financial Planning services


We'd love to get you connected with one of our financial advisors about our wealth management & financial planning services. This can be completed by mail or online.


If you'd like to submit your request by mail, please send to:

Casey Peterson, Ltd.
909 St Joseph Street Ste 101
Rapid City, SD 57701

 

If you'd like to submit online, please use our Request for Services form.

SUBMIT ONLINE

Contact Us

We’re looking for clients who believe in good customer service. Clients who want CPAs, accountants, and financial advisors who are big picture thinkers and ethical problem solvers. We’re looking for relationships, not transactions.

If you want the same, we should talk. Let's get in touch.

Contact Us