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YOUR MEDICAL PROFESSIONAL NEEDS

And How Hilltop Can Find The Solutions For You

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Empowering your financial journey

We can help you address the financial challenges you face today as well as plan for the future. For every stage of your career, our experienced team of fiduciary advisors work to understand your personal and professional financial situation, then develop a customized wealth plan that addresses your specific needs and objectives.

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Trusted and Experienced Guidance for Medical Professionals

From residency to retirement, we have experience meeting the special needs of physicians and other medical professionals with customized financial planning for retirement, cash flow and debt management, and practice ownership transitions. Whether you are burdened with high student loan debt, have concerns about tax liabilities, or are simply too busy to update your estate plan, we can help you get your financial house in order and make progress towards your financial goals.

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We are Your Financial Advocates

  • Over 30 years of experience developing specialized financial planning expertise for physicians and healthcare professionals.
  • Fiduciary advisors are legally required to act solely in your best interests at all times. Our compensation is aligned with our clients’ success.
  • Advanced financial tools and resources to analyze and monitor our clients’ portfolios, identify tax-efficient strategies, and provide comprehensive financial planning solutions.
  • Transparent fee structure limits conflicts of interest and unexpected costs.
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Medical Professional FAQs

How can your services help me manage my student loan debt while balancing other financial obligations?

Our services are designed precisely for medical professionals like you who face unique financial challenges, including managing substantial student loan debt. Our experienced team of fiduciary advisors will work closely with you to develop a personalized wealth plan tailored to your specific needs and objectives. Through careful analysis of your financial situation, we can devise strategies to optimize your cash flow, prioritize debt repayment, and ensure you're making informed decisions about your finances.

As a busy medical professional, how can I ensure I'm not missing out on tax-deferred savings opportunities?

We recognize that minimizing tax liabilities is a top priority for medical professionals like yourself. That's why our team is dedicated to helping you identify and leverage tax-deferred savings options effectively. From retirement accounts to investment strategies, we'll explore every avenue to optimize your tax efficiency while maximizing your savings potential. Our fiduciary advisors stay abreast of the latest tax laws and regulations, ensuring that you're informed about any changes that may impact your financial plan.

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

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