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YOUR BUSINESS NEEDS

And How Hilltop Can Find The Solutions For You

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The business decisions you make today can have a major impact on your long-term financial well-being. Whether you’re trying to manage cash flow and expenses, find tax efficient ways to save for retirement, or navigate economic uncertainty, our experienced team of fiduciary advisors can be your guide. We offer financial solutions for business owners to help balance what’s right for your business with what’s best for your personal goals.

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Trusted and Experienced Guidance for Business Owners

We offer comprehensive financial planning for business owners tailored to their special needs, such as strategic tax planning to minimize tax liabilities, 401K and IRA plans for both owners and employees, and business succession and estate planning. Whether you want to retire early, set up a benefit package for employee retention, or find a better way to manage debt, our experienced team of advisors have solutions to address your current financial needs and help build the wealth you need to meet your long term goals.

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We Are Your Financial Advocates

  • Over 30 years of experience developing specialized financial and tax planning expertise for business owners.
  • Fiduciary advisors legally required to act solely in your best interests at all times. Our compensation is aligned with our clients’ success.
  • Full-service tax and accounting division seamlessly integrates tax strategies with financial planning.
  • Transparent and flexible fee structure offers affordable options that can be adapted to meet your business and personal needs.
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Business Owner FAQs

How can tax planning benefit my business?

By strategically analyzing your business finances and tax obligations, our experienced advisors can identify opportunities for deductions, credits, and other tax-saving strategies. This not only reduces your tax bill but also frees up more capital for investment back into your business or personal savings.

What retirement options are available for business owners and their employees?

We offer a range of retirement solutions tailored to your specific circumstances, including 401K and IRA plans. These retirement accounts provide tax advantages and flexibility, allowing you to save for retirement while potentially reducing your current tax burden. Additionally, we can help you navigate the decision between starting a 401K, an IRA, or a Roth account based on factors such as eligibility, contribution limits, and tax implications.

Simplify your life with a wealth & tax team that connects you to what matters most.

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