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Your Needs

At Hilltop Wealth & Tax Solutions – Our Clients’ Needs Always Come First

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Why You Should Choose a Fiduciary Financial Advisor

As fiduciary advisors, Hilltop Wealth & Tax Solutions is legally and ethically mandated to put our client’s interests ahead of our own. We are also required to avoid and disclose any conflicts of interest to clients, such as profiting at a client’s expense. Only certified fiduciaries can make that claim, and it is central to our commitment to clients. We will only recommend financial strategies that fully benefit your economic situation. At Hilltop Wealth & Tax Solutions, your needs always come first.

I'M RETIRED OR ABOUT TO RETIRE

  • How do I manage my retirement money, so I don’t run out?
  • With all the swings in the stock market, how do I protect my portfolio?
  • I’m worried taxes will take a big bite out of my retirement income – what can I do?
  • When should I start taking Social Security and how will my decision affect other retirement income?
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I'M A MEDICAL PROFESSIONAL

  • How do I manage student loan debt while keeping up with my other financial obligations?
  • I’d like to lower my tax liability – are there tax-deferred or tax mitigation savings I might be missing?
  • Given the demands of my career, I don’t have a lot of time to think about retirement planning or estate planning.
  • Are my assets protected in the event of a lawsuit?
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I'M A BUSINESS OWNER

  • How can tax planning lower my tax bill and improve my cash flow?
  • Given that most of my assets are invested in my business, how can I also save for retirement?
  • How do I decide whether to start a 401K, an IRA, or a Roth account for my retirement, and what are my options if I want to offer employees a retirement benefit?
  • How do I plan for a succession or business sale?
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How We Meet Your Needs

We lead our clients toward their unique financial goals, stewarding their journey so they can live the life they aspire to. Our commitment to clients is defined by three guiding principles:

• A disciplined and tailored approach
• Quality relationships
• Exceptional expertise

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What Our Clients Are Saying

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Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are solicited; however, no cash or non-cash compensation was paid to any client for such testimonials. Hilltop Wealth Solutions does pay Amplify Reviews, LLC to collect and provide a digital footprint for their client’s testimonials.

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

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