Referring someone to Hilltop means connecting them with real people who prioritize personalized service, practical strategies, and long-term results.
At Hilltop Wealth & Tax Solutions, we believe that financial well-being is a journey best undertaken with trusted companions. If someone you know could benefit from comprehensive financial planning and tax strategies, we invite you to refer them to our team.
Submit a Referral
Fill out the form, and your referral will receive a personal invitation for a complimentary, no-obligation consultation from your Hilltop advisor. If they meet with us, we will donate $50 to Hilltop Kids! It’s simple, thoughtful, and makes a meaningful difference.
We Connect With Your Referral
After you submit the form, your Hilltop advisor will personally reach out to your referral, offering them a complimentary, no-obligation consultation.
They Meet With Us
If your referral accepts the invitation, they’ll meet with your advisor for a complimentary session. We’ll learn more about their goals and provide guidance tailored to their financial situation—no pressure, just clarity.
You Make an Impact
Once the meeting is complete, we’ll donate $50 to Hilltop Kids in your honor. It’s our way of saying thank you for your trust—and extending that trust to someone new.
About Hilltop Kids
For every referral that results in a held appointment, Hilltop donates $50 to Hilltop Kids—our charitable initiative supporting children’s education, nutrition, and financial literacy programs in our community.
Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are solicited and Hilltop Wealth Solutions will donate $50 to HILLTOP Kids for every testimonial. Hilltop Wealth Solutions and HILLTOP Kids are under common control. HILLTOP Kids is a 501(c)(3) status entity with the IRS. HILLTOP Kids serves to collect donations to be used for at-risk youth programs. Hilltop Wealth Solutions may have an economic incentive to favor clients who donate to HILLTOP Kids. However, Hilltop Wealth Solutions maintains policies, procedures, and controls to routinely monitor these conflicts to help ensure that clients are treated fairly and equitably.