Pragmatic wealth management for families and individuals
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.
Family & Lifestyle
Leaving Money to Your Kids? Consider These Inheritance Tips
How to have a valuable family conversation about your estate.
Estate & Giving
Preserving Wealth Across Generations
Wealth’s complexities merit reflection and thoughtful dialogue. Prepar...
Family and Lifestyle
Home Budget Analysis
Managing your monthly budget can be difficult and frustrating. One of ...
Mortgage: Adjustable vs. Fixed Rates Comparison
Use this calculator to compare a fixed-rate mortgage to two types of A...
- Hilltop Wealth Management of Raymond James
- Hilltop Wealth Management of Raymond James: 411 Hamilton Blvd Ste 2003 Peoria, IL 61602-1179
- T: 309.637.4647
- TF: 866.420.6694
- F: 309.637.5263
- Map & Directions
- Map & Directions
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.