515 Marin Street
Our advisory process is customized to each of our client’s unique needs. The initial meeting is always complementary and used to evaluate fit and the most appropriate advisory relationship moving forward. We take pride in always being clear and open about how our team is compensated. Trust, integrity, and objective advice are at the core of what we seek to provide at Hillcrest Financial Group.
It starts with a simple conversation. Just let us know you have interests in talking – and our director of client experience, Patty Timko, will coordinate a meeting with one of our advisors.
We’ll meet with you either in-person, video conference, or telephone – depending uponwhat works best for you. During this meeting, we’ll get a chance to learn more about you, your goals, and how we might be able to help. This gives you an opportunity to get to know us too.
We’ll have ongoing meetings where we help to design, modify, and monitor your financial plan and investments. We move at a pace that is appropriate for you. We enjoy helping with plan creation and on-going advice.