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Master Your Retirement with The Personal CFO Revolution

Achieve a secure, tax-efficient retirement with expert, integrated wealth strategies.

I’m Erik Brenner, I'm leading the Personal CFO Revolution!

Wealth isn’t just about returns—it’s about alignment, clarity, and control. My book helps you build a strategy around your life, not just your money.

Worried your retirement strategy isn’t fit for today’s challenges?

Many pre-retirees and retirees find today’s financial strategies inadequate for their unique needs, leading to anxiety and uncertainty about the future. Gain confidence with a personalized CFO approach that aligns with your goals. Our holistic strategy ensures that every aspect of your financial life works in harmony.

Enjoy the Benefits of a Personal CFO Approach

Visualize a world where every decision is informed by comprehensive, expert advice.

With ‘The Personal CFO Revolution’, your financial path is clear, and your goals are within reach. Enjoy a retirement defined by confidence, knowing that your comprehensive plan is designed for sustainability and growth.

Hilltop-Difference

Partner with Your Personal CFO Experts

Experience the power of comprehensive financial planning with Hilltop Wealth & Tax Solutions.

Our fiduciary approach ensures that your interests always come first, providing unbiased, expert advice. Let us be your guide to a prosperous and secure retirement.

Wealth Management

We offer comprehensive wealth management strategies that can be customized for your unique needs at every stage of your life. With our experienced financial team, cutting edge investment tools, and commitment to fiduciary standards, we have the capabilities to help you achieve your financial goals, so you are empowered to live life on your own terms.
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Tax Services

We offer tax filing and tax planning services along with accounting and bookkeeping for businesses and individuals. We focus all of our expertise on minimizing your tax burden in order to advance your overall wealth-building goals. Our tax team works seamlessly with our financial advisors to streamline your experience and get the best results possible.
The book, “The Personal CFO Revolution”, was written by Erik W. Brenner and not Hilltop Wealth & Tax Solutions. The book is not intended to be relied upon as forecast, research, or investment advice, and is not a recommendation, offer, or solicitation to buy or sell any securities or to adopt any investment opinions expressed are as of the date noted and may change as subsequent conditions vary. The information and opinions contained in this book are derived from proprietary and nonproprietary sources deemed by Erik W. Brenner to be reliable. The book may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecast made will materialize.

Take the First Step Towards a Brighter Financial Future with Hilltop Wealth and Tax Solutions

Schedule Your 15-minute Introductory Call

Conveniently set up your introductory call where we’ll discuss your financial landscape and retirement aspirations.

Personalize Your Plan

We’ll collaborate to integrate your investments, tax strategies, and estate planning into one cohesive approach.

Maintain Momentum

Retirement isn’t a finish line—it’s a new phase that requires just as much strategy. With your Personal CFO in place, you’ll continue to adapt, optimize, and stay ahead of changes in tax laws, markets, and healthcare so you never lose ground.

Clients Speak: Thriving with Our Personal CFO Approach




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.

The Cost of Waiting Can Be Higher Than You Think

It’s common to question the need for a comprehensive financial plan or to delay taking action. However, the risks of inadequate planning can be significant. Hilltop Wealth & Tax Solutions provides peace of mind with our expert, integrated planning services that prepare you for a successful retirement. Let us help you turn uncertainty into confidence.