Ready to see what's possible

574.889.7526
Client Login

About Us
Services
- Wealth Management
- Tax Services
Your Needs
News & Events

Resources
Contact Us

574.889.7526
Client Login

Three Birthday Milestones That Could Change Your Tax Situation

Three Birthday Milestones That Could Change Your Tax Situation

June 16, 2022

When we think of milestone birthdays we often think of ones that are already behind us like and But there are plenty of important birthdays ahead of you especially as... Read More >

Upcoming Events

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

Start the conversation

Indiana Locations:

Chesterton

830 East Sidewalk Road

Chesterton, IN 46304

Bremen

105 W. Plymouth St.

Bremen, IN 46506

Mishawaka (Headquarters)

4100 Edison Lakes Parkway Suite #225

Mishawaka, IN 46545

Florida Locations:

Fort Myers

12381 S. Cleveland Avenue, Suite 203

Fort Myers, FL 33907

Michigan Locations:

Royal Oak

333 W. 7th Street, Suite 250

Royal Oak, MI 48067

Nationwide:

We work with clients across the nation. Through our efficient remote services, we ensure that distance is never a barrier to receiving expert financial advice.

Contact Us:

Wealth Solutions

(574) 889-7526

info@hilltopwealthtax.com

Wealth Solutions

Tax Services

(574) 208-5001

Tax Services

facebook-f
x-twitter
linkedin-in
youtube

Disclosure
Form CRS
ADV Part 2A
Referral Program

About Us
Areas Served
- Mishawaka, IN
Services
- Wealth Management
- Tax Services
Your Needs
News & Events
Resources
Contact Us

Option 1

Option 2

Name

Phone Number

How did you hear about us?

CLIENT PORTAL

Click-Through Disclosure | Important Notice

You are now leaving the Hilltop Wealth Solutions Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with Hilltop Wealth Solutions or any advisor(s) whose name(s) appears on this Website. Hilltop Wealth Solutions is/are independently owned and operated. Schwab neither endorses nor recommends Hilltop Wealth Solutions. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Hilltop Wealth Solutions under which Schwab provides Hilltop Wealth Solutions with services related to your account. Schwab does not review the Hilltop Wealth Solutions Website(s), and makes no representation regarding the content of the Website(s). The information contained in the Hilltop Wealth Solutions Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities. ©2014 You are now leaving the Hilltop Wealth Solutions Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with Hilltop Wealth Solutions or any advisor(s) whose name(s) appears on this Website. Hilltop Wealth Solutions is/are independently owned and operated. Schwab neither endorses nor recommends Hilltop Wealth Solutions. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Hilltop Wealth Solutions under which Schwab provides Hilltop Wealth Solutions with services related to your account. Schwab does not review the Hilltop Wealth Solutions Website(s), and makes no representation regarding the content of the Website(s). The information contained in the Hilltop Wealth Solutions Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities. ©2014.

Continue to Login

Key Financial Data For 2022

Start Reading Today!

First name(Required)

Last Name(Required)

This field is for validation purposes and should be left unchanged.

2022 Social Security Benefits Guide

Start Reading Today!

First name(Required)

Last Name(Required)

Email(Required)

Comments

This field is for validation purposes and should be left unchanged.

Social Security QUICK Reference Guide for 2022

This quick reference guide provides key Social Security numbers to help you in planning. The percentages shown here are applied to the primary insurance amount (PIA) of the worker on whose earnings record benefits are being claimed. The PIA can be found on the worker’s Social Security statement. It is an estimate of the benefit amount if claimed at full retirement age (FRA). Clients can obtain their latest statement by opening an account at ssa.gov/myaccount.

Start Reading Today!

First name(Required)

Last Name(Required)

Name

This field is for validation purposes and should be left unchanged.