𝑱𝒐𝒊𝒏 𝑯𝒊𝒍𝒍𝒕𝒐𝒑 𝒊𝒏 𝒈𝒊𝒗𝒊𝒏𝒈 𝒃𝒂𝒄𝒌 𝒅𝒖𝒓𝒊𝒏𝒈 𝒐𝒖𝒓 𝒂𝒏𝒏𝒖𝒂𝒍 𝒑𝒂𝒓𝒕𝒏𝒆𝒓𝒔𝒉𝒊𝒑 𝒘𝒊𝒕𝒉 𝑻𝒐𝒚𝒔 𝒇𝒐𝒓 𝑻𝒐𝒕𝒔! We will be collecting new toys for children in need through 𝐓𝐡𝐮𝐫𝐬𝐝𝐚𝐲, 𝐃𝐞𝐜𝐞𝐦𝐛𝐞𝐫 𝟏𝟒𝐭𝐡 at our Headquarters in 𝐌𝐢𝐬𝐡𝐚𝐰𝐚𝐤𝐚, 𝐈𝐍. Not Local? No Worries! Find your local Toys for Tots Campaign by clicking the link below. Together, we can spread some joy and cheer to those who need it most! https://lnkd.in/d56KsGMt
Hilltop Wealth Solutions
Financial Services
Mishawaka, Indiana 70 followers
You’ve climbed the mountain. Let Hilltop help you enjoy the view.
About us
As Independent Registered Investment Advisors — with a fiduciary obligation and legal mandate to act in every client’s best interest — Hilltop Wealth Solutions provides comprehensive advice to build a tailor-made financial plan that’s optimized for you. Our experienced professionals lift from your shoulders the weight of investment decisions and tax regulations, retirement income, and legacy planning. And our partnership with Helios Quantitative Research adds sophisticated, research-driven investment capabilities to meet the needs of individuals and their families. With 5 locations in 3 states — Mishawaka, Bremen, and Michigan City, Indiana; Royal Oak, Michigan and Fort Myers, Florida — we look at every detail of your wealth to help ensure your bottom line grows in ways that best serve you. You’ve climbed the mountain. Let Hilltop help you enjoy the view.
- Website
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https://www.hilltopwealthsolutions.com/
External link for Hilltop Wealth Solutions
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Mishawaka, Indiana
- Type
- Privately Held
- Founded
- 1989
- Specialties
- Wealth Management, Financial Planning, Retirement Planning, Financial Services, Investment Management, Portfolio Management, Asset Management, Wealth Advisory, Financial Advisory, Holistic Financial Planning, Retirement Income Strategy Expert, Distribution Strategist, Legacy Planning, Goal-Based Modeling, Quantitative Investment Strategies, and Client Education Services
Locations
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Primary
Get directions
3340 Hickory Rd
Mishawaka, Indiana 46545, US
Employees at Hilltop Wealth Solutions
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William Davis
Private Wealth Advisor at Hilltop Wealth Solutions
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Cliff Hawkins, ChFC®, NSSA®
Private Wealth Advisor at Hilltop Wealth Solutions
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Elizabeth Foley CFP®, CRPC®
Partner and Private Wealth Advisor at Hilltop Wealth Solutions
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Jennifer Whitmer
Accountant & Operations Specialist at Hilltop Wealth Solutions
Updates
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Are you confident that your retirement savings are going to be enough? If you're unsure, check out our blog for suggestions to enhance your nest egg for retirement! https://lnkd.in/gfHDxfki
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Just as a competent physician would be aware of your health history, a skilled financial advisor will understand the vital aspects of your financial status and use that understanding to enhance your financial well-being and protect your retirement years. https://lnkd.in/gFnivTrs
How an Advisor Can Elevate Your Financial Strategy
https://hilltopwealthsolutions.com
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Retirement is a multi-stage process. The duration and the financial approach to each stage will vary for each individual, making it an intricate subject. In this blog, we will explore every stage of retirement and highlight significant financial events within each phase. https://lnkd.in/gmG429TN
The Four Phases of Your Retirement Journey
https://hilltopwealthsolutions.com
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As the holiday season kicks into gear, we understand that your retirement strategy may not be at the front of your mind. But as the year draws to a close, it’s actually a great time to button up your tax plan to optimize your 2023 and 2024 taxes. https://lnkd.in/gTn6nBtp
3 Tax Strategies You'll Want to Take Advantage of Before the Year Ends
https://hilltopwealthsolutions.com
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You may have built up a considerable sum of assets as you approach retirement. But not all assets are the same when it comes to planning for retirement. https://lnkd.in/diZ-KVCW
Wealth vs. Income: The Crucial Retirement Question
https://hilltopwealthsolutions.com
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Retirement may be something you’re planning for with a partner. If you are married or are living with someone and you’re both heading into retirement together, there are a lot of things that you’ll need to consider. https://lnkd.in/grcWQ7u9
Basic Retirement Planning Tips for Couples
https://hilltopwealthsolutions.com
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It’s not easy to think about what’s next for all the assets and items that will outlive you. You don’t need to have a billion-dollar fortune to establish an estate plan – your lifelong accumulated assets can serve as financial aid for your kin. https://lnkd.in/grYJHZ5v
The Importance of Estate Planning
https://hilltopwealthsolutions.com
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𝑨𝒏 𝒖𝒏𝒇𝒐𝒓𝒈𝒆𝒕𝒕𝒂𝒃𝒍𝒆 𝒏𝒊𝒈𝒉𝒕 𝒂𝒕 𝑭𝒐𝒖𝒓 𝑾𝒊𝒏𝒅𝒔 𝑪𝒂𝒔𝒊𝒏𝒐 𝒂𝒏𝒅 𝑯𝒐𝒕𝒆𝒍, 𝑺𝒐𝒖𝒕𝒉 𝑩𝒆𝒏𝒅, 𝑰𝑵, 𝒐𝒏 10/10/23! We hosted over 100 incredible guests and welcomed Chris Shuba, Founder & CEO of Helios Quantitative Research, as our special guest speaker. His insights were truly inspiring! Information booths, a successful raffle, a plated dinner, and an enlightening Helios Market Update presentation made it a night of luxury. Our raffle also raised $250 for Hilltop Kids! Thanks to all our supporters, sponsors, and volunteers! See the full album here -> https://lnkd.in/eJsEXzyg
Hilltop Client Dinner Event
taylornicholsphotography.com
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The SECURE Act 2.0 was a major change in legislation passed in 2022 that drastically affected many areas of retirement planning. Let's look at some of the important changes and updates: https://lnkd.in/gSr-8fsh
A Refresher on the SECURE Act 2.0 and a Recent Update to It
https://hilltopwealthsolutions.com