Hillspring Financial, Inc.
Financial Advisor Services
Hillspring Financial Inc. is your Financial Advisor Service in Surprise, Arizona
Hillspring Financial Inc. is a Registered Investment Advisory firm consisting of Chairman and Investment Advisor, Max W. Smith, CFP, CIMA along with President and Investment advisor, Kent G. Forsey. Lana Magee serves as the company's Chief Financial Officer as well as the Client Relations Manager. Sue Matth works as the company's Administrative Assistant. The company's combined financial education and training, along with years of experience in the financial and investment industries, brings HIllspring Financial Inc. to the top of the field when it comes to your financial advisor services.
HIllspring Financial Inc. provides personalized confidential financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, and small businesses. Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning.
Investment advice is provided, with the client making the final decision on investment selection. Hillspring Financial Inc. does not act as a custodian of client assets. The client always maintains asset control. Hillspring Financial places trades for clients under a limited power of attorney.
We understand that every client is unique, with unique situations and needs. Our financial advisor services are here to help you make well informed decisions about your financial resources and help you accomplish your financial goals.
We strive to understand your financial situation and then provide you with the highest quality information, programs and products available today.
Hillspring Financial believes in synergy within our organization. We all strive together for one purpose, accomplishing your goals as our client. We mirror this synergy as we have developed strategic alliances with key professionals who can help handle your estate planning and your tax planning. We believe the synergy created by professionals working together as a team is much greater than you could receive by working with any one of us individually. However, other professionals (e.g., lawyers, accountants, insurance agents, etc.) are engaged directly by the client on an as-needed basis. The client always maintains control.
The initial meeting is free of charge and is considered an exploratory interview to determine the extent to which financial planning and investment management may be beneficial to you, the client.
We are an independent firm with no proprietary investment products to sell you. We are primarily a fee-for-service company, giving you the client greater control over your financial planning. When you prosper, we prosper.