Tag Archive | "Financial Planning"

Financial Planning,News

HbK Sorce Named as Top AUM CPA/Financial Planning Firm18 Jul

Hill, Barth & King LLC (HBK), Certified Public Accountants and Business Consultants, are proud to announce that HBK Sorce Financial LLC, an independent advisory firm, has been named as one of the Top Assets Under Management CPA/Financial Planning Firms, Wealth Magnets – Billion Dollar Club by CPA Wealth Provider Magazine. Official rankings were published in their July issue. In CPA Wealth Provider magazine’s ranking of CPAs by assets under management, HBK Sorce Financial was ranked in the top nine firms   [Read More...]
Financial Planning

Piccirillo a Panelist at 2010 CFDD Conference06 Oct

R. Dean Piccirillo, financial advisor and principal with HBK Sorce Financial, LLC, is participating as a panelist for The Center for Due Diligence (CFDD) 2010 Advisor Conference held October 6-8, 2010 at the Fairmont Chicago-Millennium Park Hotel in Chicago, Illinois.
Benefits

401(k) Investment Options: What is the Right Number?23 Jun

A large number of choices for each participant has the potential to become an overwhelming task that could actually create a situation where a participant is likely to become less diversified, rather than more.
Benefits

The Fee War: The Impact of Fees on a Participant’s Benefits09 Mar

The attention being paid to mutual funds fees as well as other asset-based charges assessed to participants has increased dramatically in recent months.
Benefits

Does Your Employee’s Financial Health Impact Your Bottom-line?23 Feb

Due in part to the housing crisis, high unemployment and the general economic downturn, many American workers are under a considerable amount of financial stress.  The question for the small business owner is, “Does my employee’s financial health and related stress impact my company’s net income?” A Real Impact on Productivity If asked, most employers can think of situations in which the financial difficulties of their employees directly and adversely affected workplace productivity. On a personal level, any of us   [Read More...]

About Hill Barth & King LLC

For over 60 years, Hill Barth & King’s CPAs and financial advisors have been helping families and businesses work toward and accomplish their personal and business objectives.  In Southwest Florida our professionals have guided our clients in critical regional industries such as construction, real estate, medical and a variety of service related fields for decades.  At HBK, we bring world-class tax, assurance, accounting and other business consulting services to our clients to help them achieve their personal and business planning goals.

Address & Phone

Hill Barth & King LLC
8010 Summerlin Lakes Drive
Fort Myers, FL 33907
Phone: (239) 482-5522
Fax: (239) 482-1573
Click here for email contact form

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