Hilltop can help you reach the summit and enjoy the view!

A Trusted Financial
Planning Team

Hilltop will help guide you through the financial planning and investment strategy process, allowing you to focus less on financial concerns and more on what is most important to you. Depending on your needs, our collaborative Wealth Management services can blend tax account services, investment management, retirement income planning, tax optimization, asset protection, estate planning, charitable gifting, and everything in between. By working with Hilltop for your financial planning, you can achieve the stable retirement and financial security you’ve worked hard to achieve.

We focus on 5 specific areas to help ensure your retirement success

The Hilltop Process
Hilltop is your partner with a vested interest
in your financial success.

At Hilltop Wealth Solutions, our main priority is to help make your financial goals a reality. Our holistic financial planning process involves our entire team of experienced investment strategy advisors and tax planning accountants. We look at the big picture to help you reach your dreams and identify what is truly important to you and your family. Financial planning isn’t about making more money, it’s about intelligently using your resources to support yourself and your family and to live the life you worked hard to save for. Whether that’s helping children and grandchildren with education expenses, buying a vacation home and retiring early, developing a strategy for philanthropy and legacy planning, or something else, we work with you to understand your needs first and foremost so we can then use our breadth of financial tools and services to help make those goals a reality.

Our process involves targeted questions, listening closely to your answers, then creating a plan that meets your needs in terms of investment strategy, tax planning, cash reserves, debt management, and often complex estate planning.

Work with us and we can put you on a path of financial stability and security for years to come. You can spend more time doing what you want with the people you love, knowing that our team is diligently guiding your finances to help make that possible.

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.