Our Services

The Pacific Coast Financial Planning Group has the resources to execute simple or complex financial plans.  If you are looking to build wealth, preserve your assets, or maximize your investment income, we can be of service.

Investments

  • Tax-Free Municipal Bonds
  • U.S Government & Agency Bonds
  • GNMA’s & CMO’s
  • Corporate & Convertible Bonds
  • Common & Preferred Stocks
  • Exchange Traded-Funds
  • Mutual Funds
  • Closed End Funds
  • Unit Investment Trusts
  • FDIC Insured CD’s
  • Fixed & Variable Annuities
  • Real Estate Investment Trusts

Services

  • Complimentary Financial Review
  • Comprehensive Portfolio Analysis
  • Margin Accounts
  • Online Access
  • Free Checking Accounts
  • ACH Capability
  • Wealth Management
  • Professional & Institutional Money Management
  • Separately Managed Accounts
  • Customized Portfolio Solutions
  • Retirement & Deferred Compensation Planning
  • Business & Group Medical Insurance Services
  • Mortgage Financing

Estate Planning

  • Complimentary Life Insurance Policy Review
  • Temporary & Permanent Life Insurance
  • Long Term Care Insurance
  • Professional Corporate Trustee & Family Services
  • Business Valuation & Succession

 

Important Disclosures and Disclaimers:

Securities offered by Hilltop Securities (1) are not insured by the FDIC (Federal Deposit Insurance Corporation) or by any other federal government agency; (2) are not bank deposits; (3) are not guaranteed by any bank or bank affiliate; and (4) may lose value.

Hilltop Securities may act as principal on any fixed income transaction, public offering or any other securities transaction. Hilltop Securities may include markups in the price for corporate bonds, municipal bonds, government bonds and CDs. 

Interest on municipal bonds is generally free from federal income tax, but may be subject to tax for residents of certain states as well as the Alternative Minimum Tax.  If designated, the insurer of a municipal bond issue ensures timely repayment of principal and interest by the issuer; however, the insurer does not guarantee a bond’s market value or protect it during fluctuating market conditions; such guarantees are backed by the paying ability of the insurer.

For complete information about a specific issue, including expenses and charges, risks and other important information, obtain a prospectus, offering circular, official statement, or term sheet from your Hilltop Securities representative or the issuer. 

Additional investor education is available through FINRA (Financial Industry Regulatory Authority), SIFMA (Securities Industry and Financial Markets Association), and MSRB (Municipal Securities Rulemaking Board).

Group Health and Individual Health Insurance products are not offered through Hilltop Securities Inc.