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Other Resources

Thank you for your interest in working with us! Our services are designed for clients with $400k+ in investable assets. If this isn’t the right fit at this time, please feel free to take advantage of our complimentary resources below.

Supporting Your Financial Path Forward

National Association of Personal Financial Advisors (NAPFA)

The National Association of Personal Financial Advisors (NAPFA) is the leading U.S. organization of Fee-Only financial advisors, dedicated to serving clients’ best interests without commissions. Since 1983, NAPFA has set high standards for the profession, requiring advisors to adhere to a Fiduciary Oath and Code of Ethics. With over 4,600 members, NAPFA provides education and support to financial advisors nationwide, guided by its Board of Directors and regional boards.

FIND A NAPFA ADVISOR

Sign Up For Hilltop’s Retirement Insider

Complete the form below for the latest financial insights to hit your inbox today!

Hilltop Informational Guides & Resources

We encourage you to visit our Useful Guides and Videos page on the Hilltop Wealth & Tax Solutions website. We offer free, downloadable guides and videos on key financial topics like 2024 tax changes, retirement planning, and wealth transfer strategies. These resources are designed to help you stay informed and make smart financial decisions—completely free of charge. Take a look and see what might be helpful for you!

VIEW GUIDES & RESOURCES

Looking For Tax Only Services?

We apologize for any confusion, while we offer wealth and tax services combined, we also have a full-service tax team to help with business and individual tax preparation, bookkeeping, accounting, and tax planning. Let’s get you where you need to be! Use the link below to schedule an introductory call with our tax professional Kimberly.

SCHEDULE TAX INTRO CALL

When to Reach Back Out

As your financial situation evolves, you may require more personalized, in-depth financial strategies. We’re here for you when that time comes! If in the future you:

  • Accumulate significant assets and need wealth management
  • Seek advanced tax planning to optimize your income
  • Want expert guidance on legacy and estate planning

We’d love to revisit how Hilltop Wealth & Tax Solutions can help you reach your goals.

We wish you all the best on your financial journey!