When your values are clear, your decisions are easy
At Hilltop Financial Advisors, we believe in empowering individuals to achieve their financial goals and live their ideal lives. We specialize in providing personalized financial planning and investment services to professionals and growing families in Milwaukee, Wisconsin, and beyond. Our team of experienced professionals understands the unique challenges and aspirations of our clients, and we tailor our strategies to meet their individual needs.
Our Values and Approach
Our approach to financial planning is rooted in the principles of integrity, transparency, and collaboration. We believe in open communication, active listening, and working in partnership with our clients to create a customized roadmap to success.
Comprehensive Financial Planning
- Development of a holistic financial plan that aligns with your values, goals, and aspirations
- Analysis of your financial situation, including assets, liabilities, and cash flow
- Development of a spending and budgeting plan
- Retirement planning and investment strategies
- Estate planning and insurance review
Student Loan Analysis
- Comprehensive review of your student loan portfolio
- Evaluation of different repayment options
- Development of a customized repayment plan that meets your individual needs and goals
Investment Management
- Personalized portfolio management based on your risk tolerance, goals, and time horizon
- Regular review and rebalancing of your portfolio to ensure it remains aligned with your goals
- Communication and transparency throughout the investment process
Collaboration and Empowerment
We strongly believe in collaboration and empowerment. We provide our clients with clear explanations, regular updates, and ongoing support to ensure they are actively involved in the process. Our goal is to empower our clients to make informed financial decisions and achieve their financial goals.
Exceptional Customer Service and Expertise
Erik, the financial planner, is praised for his exceptional skills, honesty, and helpfulness. He listens attentively to his clients' questions and concerns, never making them feel foolish. He is able to tailor custom plans specific to each client's needs and future goals. His clients appreciate his down-to-earth nature and willingness to go above and beyond to ensure their financial well-being.
Personalized Attention and Reliability
Erik is described as a blessing to his clients, as he thoroughly explains their options and takes the time to address their concerns. He is comfortable to work with, relatable, and kind. His clients appreciate his reliability and willingness to work with them to achieve their financial goals. He even attends meetings with their business accountant to ensure he is familiar with their tax scenario.
Success Stories and Expert Guidance
Erik is credited with helping his clients achieve significant financial milestones. One client was able to pay off their student loans in less than three years, and another client has a more optimistic outlook on their financial future. Erik's success is attributed to his expert guidance, which is based on his clients' individual goals.
Honesty and Integrity
Erik is praised for his honesty and integrity. He is committed to helping his clients achieve their financial goals, rather than prioritizing his own benefits. His clients appreciate his transparency and trust his advice.
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