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Herzog Kistner Shaw Financial Partners
金融服务
Germantown Hills，Illinois 103 位关注者
We specialize in helping you align your goals, motivations, and finances to achieve your personal definition of success.
关于我们
At Herzog Kistner Shaw Financial Partners, we’re here to help you align your goals, motivations, and finances to achieve your personal definition of success. We partner with you to navigate life’s twists and turns. How these affect your finances can be confusing, that’s why we pride ourselves on providing you a simple, easy-to-follow plan to get you from where you are today to where you want to be. Our clients are at the center of everything we do, that's why our process starts with YOU. Most clients choose to work with us for both, but you are free to pick whichever way best fits your needs. After our initial consultation, we can recommend which engagement might be best for you. As your life changes, so will your finances. Because of that, many clients start with one engagement and add services as needed. Disclosure: https://www.hksfinancialpartners.com/licensing
- 网站
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www.HKSFinancialPartners.com
Herzog Kistner Shaw Financial Partners的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Germantown Hills，Illinois
- 类型
- 私人持股
- 创立
- 2017
- 领域
- Retirement Planning、Financial Advising 、Estate Planning、Insurance Planning和Investments
地点
Herzog Kistner Shaw Financial Partners员工
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Jeff Neavor, CFP?, ChFC?
CERTIFIED FINANCIAL PLANNER? Professional at Herzog Kistner Shaw Financial Partners
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Brandon J. Shaw, AEP?, CFBS, CFP?, CPWA?
Senior Partner at Herzog Kistner Shaw Financial Partners
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Michelle Day
Financial Advisor at Herzog Kistner Shaw Financial Partners
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Vincent Silvio, CFP?
Financial Advisor at HKS Financial Partners
动态
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HKS Financial Partners is proud to support Mended Hearts, a local Peoria, IL organization dedicated to providing therapeutic riding and counseling services. A few members of our HKS team had the opportunity to tour their facilities and meet their staff members, which was truly inspiring. Mended Hearts has been supporting families, adults, and children for over 15 years through equine therapy and various counseling programs tailored to address issues such as anxiety, depression, and PTSD. Their commitment to healing and support is remarkable, and we look forward to supporting their efforts to make a difference. For more information about Mended Hearts, visit their website: https://bit.ly/3WoTC8V #CommunityInvolvement #GivingBack #HKSNonProfitProgram Brandon J. Shaw, AEP?, CFBS, CFP?, CPWA? Greg Lippert, CFP?
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We at HKS Financial Partners are thrilled to announce our continued partnership with the esteemed Watson Institute. We were honored to be a part of and sponsor the 44th Annual Pro-Am Golf Tournament on June 7th! The Watson Institute is dedicated to providing educational and supportive services to children with special needs and their families. Their mission to foster inclusive and effective learning environments aligns perfectly with our commitment to community engagement and support for impactful initiatives. We are grateful for the opportunity to contribute to such a meaningful cause. Together, we are making a difference! #HKSFinancialPartners #WatsonInstitute #ProAmGolfTournament #CommunityEngagement #GolfForACause #SupportSpecialNeeds
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Congratulations to our Senior Partner, Brandon Shaw, on recently tying the knot! Wishing you and Lauren a lifetime filled with love, laughter, and happiness together. Your HKS family is so happy for you both and we look forward to seeing all the amazing new memories you will create together. Cheers to this beautiful new chapter in your lives! #NewBeginnings #JustMarried #CompanyFamily
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At HKS, we believe that real change comes from the collective effort of individuals, communities, and businesses working together toward common goals. We are proud to share our ongoing commitment to making a difference through our HKS Non-Profit Program. #GivingBack #MakingADifference
At MassMutual Pittsburgh we are proud to be affiliated with advisors where giving back is at the heart of what they do, like Herzog Kistner Shaw Financial Partners. At HKS, they believe in making a difference and strengthening community ties. Last year was a fantastic journey of partnership and generosity, as they donated 1% of their revenue to over 20 deserving charities and community organizations through their dedicated nonprofit program. From local health services and educational programs to community volunteer organizations and environmental initiatives, HKS's contributions aim to create opportunities and foster positive change. They are not just about finance; they are about fostering a future where everyone can thrive. Learn more about HKS Financial Partners here: https://bit.ly/4aAQCud #LiveMutual #CommunityInvolvement #MakingaDifference
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