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  • Retirement & Tax Planning
  • Trusted Fiduciary Advice
  • Legacy You Control

Get Your FREE Book: The Personal CFO Revolution

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

With this Amazon Best Seller, ‘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.

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Holistic Financial Planning & Tax Strategy Under One Roof

We help successful retirees, pre-retirees, business owners, and medical professionals align every piece of their financial life with confidence. As a fiduciary firm, we deliver comprehensive guidance and personalized strategies. No product pushing. Just smart, objective advice designed around you!

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Explore What’s Possible for Your Financial Future

Start with a Quick 15-Minute Conversation—Your Goals. Our Process. Let’s Begin.

This isn’t a sales call—it’s a chance to connect! You’ll speak with a member of Hilltop’s Matchmaking Team to learn more about how we work, share a bit about your financial goals, and see if our approach is the right fit for you. No pressure. Just a helpful first step toward financial clarity.

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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 Planning

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.

Enhance Your Tax Strategy

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.

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Join Our Satisfied Clients

Erik is gracious and personable.

Erik is gracious and personable. He always asks about our family and topics that are important to us, so I know he listens. Erik is a skilled financial planner who has guided us through different stages of life with solid strategies. He even joined us in a conference call with our pension advisor to make sure we had a clear understanding of our retirement options.
Erik is a knowledgeable professional who keeps up with the latest financial technologies and tools. His commitment to growth and improvement in his trade impresses me.

Jun 24, 2025

Incredible spirit and the best wealth advisor

Cliff Hawkins is an incredible spirit and the best wealth advisor anyone could hope for. His positive attitude rubs off on you instantly. His knowledge and professionalism and desire to see you succeed make him exactly who you want in your corner to achieve your financial goals.

Cliff Hawkins

Jun 30, 2025

Cliff listened, asked questions, walked us through several options

Life has recently thrown us a curveball. Cliff listened, asked questions, walked us through several options, and explained the current and future results to help guide us to a decision.

Cliff Hawkins

Jul 11, 2025

He has been my advisor for over twenty years.

Met with Matt yesterday. Matt works hard for his clients. That is why he has been my advisor for over twenty years. Our focus yesterday was on my taxes.

Matt Aurenz

Jul 11, 2025

I always feel informed and supported throughout the process.

I recently had the pleasure of working with Matt, and I would recommend him to my family and friends. Matt takes the time to understand my financial goals and personal situation, crafting a tailored plan that truly addresses my needs. He is incredibly knowledgeable and up-to-date on market trends, which gives me confidence in his advice. Matt patiently answers all my questions, ensuring I feel comfortable with every decision we make. His communication is top-notch; I always feel informed and supported throughout the process.

Matt Aurenz

Oct 20, 2024

Erik is the best in the business.

Erik is the best in the business. We’ve worked with him for years and have never been disappointed.

Erik Brenner

Nov 22, 2024

I appreciate your time in understanding my concerns

Hi Cliff: I just wanted you to know how much I appreciate your time in understanding my concerns for the in and outs of buying and selling. It is overwhelming to me, but you seem to understand that by letting me know how you take the time to bring everything together that will work the best for me. Again, thanks for the time.

Cliff Hawkins

Mar 3, 2025

Erik is very engaging and listens well to all our concerns.

Erik is very engaging and listens well to all our concerns. He explains options in terms we can understand which has build our trust and confidence in him. I would not hesitate to refer him to others.

Erik Brenner

May 1, 2025

Bill is so much more than a financial advisor.

Bill is so much more than a financial advisor. He listens intently and is always ready to tailor his suggestions to your needs. He is also just a great friend and always fun to be with.

Bill Davis

Jun 12, 2025

Cliff helped guide us to a decision

Life has recently thrown us a curveball. Cliff listened, asked questions, walked us through several options, and explained the current and future results to help guide us to a decision.

Cliff Hawkins

Jul 11, 2025

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.

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