Hbk Sorce Financial

Description

With more than 30 years in financial services and expertise in a wide range of financial disciplines, Dan Baer brings an impressive cache of tools and talent to his role as relationship manager for HBKS Wealth Advisors. Mr. Baer, who joined HBK in 1979 and worked on the firm?s strategic plan of moving the professional services firm from a pure CPA firm to providing a full range of financial services to their clients holistically, heads one of HBKS? seven client servicing teams, each comprised of a relationship manager, portfolio manager and administrative assistant.

HBKS Wealth Advisors offers you a team of advisors, expert and experienced in all the disciplines required to develop and execute a comprehensive, cohesive plan to manage your wealth. Our core services have been built around that concept: to provide the full complement of expertise, strategies and products to accommodate individual needs and goals.

After data gathering, analysis and formulating recommendations, we work with you to implement the strategies outlined in your financial plan. You can be confident that you are entering a long-term, personal partnership. Your plan is dynamic and will change based on fluctuations in the financial markets, revisions to tax law, and adjustments to your personal goals and financial situation. To that end, we provide ongoing, periodic updates on your progress and keep your plan current.

HbK Energy serves owners of property that tops valuable oil and gas assets, and midstream suppliers and contractors to the oil and gas industry. In addition to the accounting, assurance and tax issues specific to landowners, suppliers and contractors, we provide the business services and advice that put you on a level playing field with the most sophisticated oil and gas companies.

HbK Valuation Group, LLC offers comprehensive services to client businesses ranging from sole proprietorships to large privately held companies. We prepare independent, reliable and balanced valuation analyses and reports for a wide variety of applications. Our professionals follow standardized procedures to ensure comprehensive and well-supported analyses. Each valuation engagement is unique and based on the business or ownership interest being valued.

Products & services

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