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Services

Services

Hawkins Laakso distinguishes itself through an outstanding client experience that mirrors the attention we give to our own families. Committed to helping our clients build, manage, and protect wealth, our aim is to provide a seamless experience at every level, embodying the family office approach we have embraced since 2005. Read on to discover more about the services we provide and to request a free consultation today.

Risk Management

Risk Management

Risk management is all about getting a clear picture of where you stand financially today, envisioning where you want to be, and crafting a plan that aligns with your family's unique needs and aspirations to close that gap. Let's join hands to put in place a strategy that's not just adaptable, but also capable of growing with you throughout your life journey

Retirement planning

Retirement planning

Retirement is more than just an endpoint—it's a vibrant, ongoing adventure. Let's sit down and take a good look at your assets, and I'll guide you through the best strategies to enhance your financial future. Getting to know your dreams and empowering you to live your most abundant life is what truly drives our partnership.

Wealth Management

Wealth Management

Taking care of your wealth is a journey we embark on with a clear plan in mind, starting with a heart-to-heart about your financial aspirations. From there, we'll craft a strategy rooted in solid data, mindful of the economic landscape and market trends. Think of us as an extension of your family—keeping you in the loop with regular quarterly updates and reaching out whenever there's something important you need to know.

Tax and Estate Strategies

Tax and Estate Strategies

Navigating the complexities of financial management can feel like a daunting task, but our team is here to make it feel like a breeze. We work hand-in-hand with your tax consultants and estate lawyers, ensuring your tax and estate plans are implemented effortlessly. From setting up trust accounts and inherited IRAs to distributing assets to your beneficiaries and getting your tax paperwork to your CPA, we've got you covered. Plus, through our partnership with The Private Trust Company, we're thrilled to offer you trustee and executor services, adding another layer of convenience and peace of mind to your financial journey.

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