INVESTMENT MANAGEMENT DESIGNED FOR YOU,
NOT YOUR ADVISOR
Investments are part of the financial plan that help you
get to your financial peak.
WHO DO YOU WANT TO MANAGE YOUR INVESTMENTS?
Investing is part of the process of becoming financially confident, and independent.
Some prefer to do-it-yourself, and we fully support that decision.
For others that may not be as comfortable managing their own investments, and would like for a professional to handle it, we've got your back!
Either way, we are here to help and have an option that suits your preference.
Hill-Top's Investing Approach
Our goal is to build you a solid portfolio, that is diversified and minimize fees.
We assess what you're comfortable with, and what you need to reach your goals.
We want you to know what you're investing in. We'll work with you so that you understand what you're investing your hard earned dollars into.
Not putting all your money
in one investment
Tax Efficiency and
A comfortable plan so
you can sleep at night
Know and Understand
what we're doing
Our Pledge to you
While we can't guarantee investment returns, we do promise to:
Get your Approval prior to making changes to your investments
(This means we don't buy or sell investments without your permission.)
Make sure you understand what you're investing in and why
(The more you know, the more comfortable you'll be.)
Be honest, and transparent
(We want this to be a lasting relationship, and it starts with building Trust.)
Keep an open line of communication, even in the rough times
(When the market goes down, our out of office reply doesn't go on.)
I, Kyle Hill, CFP®, promise to uphold this pledge to clients of Hill-Top Financial Planning, LLC.