Pragmatic wealth management for families and individuals
Families
We help families manage the diverse financial needs of raising a family – budgeting and saving, protecting your spouse and children from the unexpected and preparing for important milestones such as college and your own retirement.
Families benefit from our team’s collective focus on the full breadth of needs that need to be addressed, including college planning, legacy/estate planning, charitable giving, retirement planning, asset management and cash management.
Which education expenses are considered qualified?
Learn more about what the savings in a 529 plan can help pay for.
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Family & Lifestyle
Leaving Money to Your Kids? Consider These Inheritance Tips
How to have a valuable family conversation about your estate.
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Estate & Giving
Preserving Wealth Across Generations
07/24/2018
Wealth’s complexities merit reflection and thoughtful dialogue. Prepar...
Learn More
Family & Lifestyle
- Hilltop Wealth Management of Raymond James
- Hilltop Wealth Management of Raymond James: 300 Hamilton Blvd Ste 110 Peoria, IL 61602-9802
- T: 309.637.4647
- TF: 866.420.6694
- F: 309.637.5263
- Map & Directions
- Map & Directions
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