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.

Diversified

Not putting all your money 

in one investment

Low Cost

Tax Efficiency and 

Minimizing fees  

Comfortable

A comfortable plan so

you can sleep at night 

Educate

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.

Ready to Talk? Book your Intro Call Today!

Hill-Top Financial Planning, LLC

Office Visits By Appointment

Kansas City, MO​​ 64119

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© 2019 Hill-Top Financial Planning, LLC. All Rights Reserved. Hill-Top Financial Planning, LLC is registered as an Investment Adviser in the state of Missouri. 

Read Our Firm Disclosures

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