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Schedule a free call or video consultation. Consider this an opportunity to ask your most pressing retirement planning questions.

Schedule a Free 30 Minute Call

Educational Workshops

At Hilltop Wealth Solutions we believe education is critical if you want to maximize the value of your benefit offerings and meet the diverse needs of your employees. Our educational workshops will answer questions and provide your employees with understanding that will significantly enhance your company’s benefit packages.

Our team is committed to understanding your company’s culture and developing workshops that work for your business. We will provide objective information designed to help your employees make the best financial decisions for them. If anyone desires more guidance, they can meet individually with one of our advisors to discuss their specific circumstances and goals.

Help Your Employees Understand Their Benefits

Business owners and executives are overwhelmed with decisions regarding employee benefits. It’s complicated, time consuming, and expensive to provide employees with a quality benefits package. However, these benefits are often expected and under-appreciated by employees.

We understand that top-notch benefits can help attract and retain talented people. But, in today’s world with so many options, you need an experienced professional with the knowledge and understanding to educate you and your employees. We can help explain the options within your existing plan and or help you establish a first-class employee benefit package.

Schedule A Meeting

We will work with you to develop and implement a financial education and planning program that includes:

  • Professional educational programming
  • Program objectives aligned with your Company’s desired outcomes
  • Multiple alternatives for employee access to financial education such as: Workshops, telephone access, print, etc.
  • Customization designed to help highlight your company employee benefit offerings
  • Employee access to individual consultations
  • Quality financial guidance through a wide range of planning services designed to meet the diverse needs of individual employees
  • Client service standards designed to meet or exceed the expectation of both your company and your employees
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INDIANA LOCATIONS:

Mishawaka (Headquarters)
Wealth Solutions

527 Park Place Court,
Suite 100
Mishawaka, IN 46545

Mishawaka
Tax Services

3550 Park Place Court,
Suite 300
Mishawaka, IN 46545

Bremen
Wealth Solutions

105 W. Plymouth St.
Bremen, IN 46506

Chesterton
Wealth Solutions

830 East
Sidewalk Road
Chesterton, Indiana 46304

North Central Indiana
Wealth Solutions

Private meeting rooms: Peru Public Library
102 E. Main Street
Peru, IN 46970

FLORIDA LOCATIONS:

Fort Myers
Wealth Solutions

13420 Parker Commons Blvd.,
Suite 106
Fort Myers, FL 33912

MICHIGAN LOCATIONS:

Royal Oak
Wealth Solutions

333 W. 7th Street,
Suite 250
Royal Oak, MI 48067

CALL US

Wealth Solutions
(574) 889-7526

Tax Services
(574) 208-5001

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Website Disclosures

Hilltop Wealth Solutions (“Company”) is an SEC registered investment adviser located in Mishawaka, IN with branch office located in MI and other locations throughout IN.  The Company may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.  The Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Company’s web site on the Internet should not be construed by any consumer and/or prospective client as the Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by the Company with a prospective client shall be conducted by a representative that is either registered or qualified for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of the Company, please contact the SEC or the state securities regulators for those states in which the Company maintains a notice filing.  A copy of the Company’s current written disclosure statement discussing Company business operations, services, and fees is available by going online via the SEC’s Investment Advisers Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-115255.

The Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Company web site or incorporated herein and takes no responsibility, therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Company, will be profitable or equal any historical performance level(s).

Certain portions of Company web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the Company (and those of other investment and noninvestment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from the Company, or from any other investment professional.

The Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Company by any of its clients.  Rankings published by magazines and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.  Rankings are generally limited to participating advisers.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the Company web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the Company, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to the Company web site, to release and hold harmless the Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from the Company.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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