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Individuals & Families

Your Future, Untangled

At Hillcrest Financial Group, we’re here to guide you through the complexities of building your financial plan and help you pursue your dreams. Our years of experience, combined with a highly personalized level of service enable us to design customized strategies to best serve your needs.

Retirement Income Planning

With earlier retirement ages and increased life expectancies, your retirement could span decades. We'll help you determine how much you need to save and invest through your working years to meet your retirement objectives. In retirement, we help you position your assets to provide needed cash flow today and for many years in the future.

Cash Flow Analysis

Let us track your spending and identify strategies for improving your cash flow. We will also help you set short- and long-term cash flow goals that give you greater focus and keep you accountable.

Investment Management

We will help you determine your asset allocation needs and better understand your risk tolerance. Then, we’ll recommend the appropriate investment solutions to help pursue your most meaningful financial goals.

Estate Planning Review

Estate planning is an integral part of the financial planning process. We will deliver a review of your estate plan. Working with your estate planning attorney, we’ll coordinate a master plan to give you more control over your assets during your lifetime, provide management if you are disabled, and the transfer of your wealth after death.

Tax Management

Taxes are complex and ever-evolving. So, we work with your CPA or tax preparer to help navigate evolving tax laws. Our knowledgeable financial professionals will help coordinate your plan and keep you informed about how your investments and financial planning decisions impact your overall tax liabilities.

Charitable Planning

If supporting charitable causes fits into your vision, it’s important to work with a financial advisor who understands the unique nature of charitable giving. We can help you be more strategic so you can make more of a difference for the causes you care about.

Insurance Review

A key component of your overall plan is making sure you have appropriate insurance in place to protect your portfolio from unexpected events. We'll conduct a comprehensive review of your needs to ensure that your life, disability, and long-term care insurance coverage is appropriate for you and your family.

Your Financial Future
Starts Today

Let us help you make your financial dreams a reality.

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