INTERESTED IN BECOMING A CLIENT?
Whether you have questions about retirement, investment planning, or taxes our team of fiduciary advisors are ready to guide you along your financial journey. We best serve those seeking a long-term financial planning and investment management relationship.
Introduction – You & Hilltop’s Expertise Matchmakers
Spend a few minutes with a member of our matchmaking team to see if we are a good fit for your unique needs:
- Join us for a phone call so we can learn about your current financial situation and future goals.
- We’ll provide an overview of what it’s like to work with Hilltop and discuss any questions you may have.
- If we believe you are not fit or do not qualify for our services, we will let you know and lead you in the right direction.
- Determine next steps.
Meet Your Hilltop Advisor
One of our matchmaking professionals will pair you with the most suitable advisor, based on specific expertise, personality match and new client availability (plus any other preferences you may have). In this meeting, we will delve into your specific needs, values, goals, and concerns to provide you with a clear understanding of what it’s like to work with Hilltop, ensuring you make an informed and confident decision.
Review our Findings and Finalize Your Decision
At the end of your initial meeting, we often will need to schedule a follow-up meeting so that we can analyze your situation in a bit more detail. Once we’ve collaborated on our findings, the decision is then up to you!
Think About It!
At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If either of us decide you are not a good fit, no worries, we are happy to guide you in the right direction.
Schedule a 15-minute Introductory Call