OUR SERVICES
Strategic, Tailored, Private Wealth Strategies
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Your Financial Compass
At Hilton Tax & Wealth Advisors, we simplify complex financial decisions
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Wealth Management
At Hilton Tax & Wealth Advisors, we build wealth on a solid foundation
We take the time to understand your unique financial situation, crafting personalized, holistic plans to accelerate your path to financial freedom. Our strategies aim to deliver stronger returns and create tax-efficient income streams you can rely on for life.
Unlike traditional financial planners, Hilton offers direct access to institutional-grade wealth strategies and legacy-building solutions—tools typically reserved for the ultra-wealthy. With us, you gain exclusive access to the same high-level strategies trusted by the world’s most successful individuals… the Smart Money.
Comprehensive Strategy – We align your retirement benefits with other financial assets, creating a clear path toward financial stability in retirement.
Tax-Free Income – We’ll help you create tax-free income streams you can’t outlive, ensuring lifelong financial stability.
Holistic Approach – Our plans address your entire financial picture, integrating both personal and business finances for maximum impact.
Legacy Building – We help you design a plan to preserve and grow your wealth for future generations, ensuring your legacy endures.
Challenges ❌
Solution ✅
- Complex Financial Strategies – High-level wealth-building strategies can be overwhelming without expert guidance.
- Initial Time Commitment – Creating a comprehensive wealth plan requires a detailed review of your finances and goals.
- Potential Upfront Costs – Some strategies may involve initial legal or administrative fees.
- Professional Guidance on Complex Strategies – Our experts simplify complex strategies into clear, actionable steps tailored to your needs.
- Efficient Planning Process – We streamline the process with advanced tools and deep expertise, saving you time.
- Long-Term Value – While upfront costs may exist, our institutional-level access reduces fees, and our strategies aim for returns that far outweigh initial investments.
Download the Hilton Wealth E-Book
Discover the wealth-building secrets of the Hilton dynasty in the groundbreaking book "Hilton Wealth." Crafted by Mark Miller, the CEO of Hilton Tax and Wealth Advisors.
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Advanced Tax Planning & Mitigation
The Value We Provide
Taxes are your lifetime’s largest expense—without a strategic plan, you’re overpaying. At Hilton Tax & Wealth Advisors, we craft custom tax strategies that go beyond quick fixes. We don’t just cut taxes today—we build strategies to keep more wealth in your hands long-term, accelerating your financial growth.
Why Partner with Us?
Big Tax Savings – Our clients typically save a minimum of $30,000 per year on taxes, and often much more.
Comprehensive Approach – We do not just review your tax returns —we consider your entire financial situation, helping you save even more in taxes.
Reduced Audit Risk – Our careful planning helps lower the chances of an IRS audit.
Personalized Service – As a boutique firm, we offer a tailored, personal approach to meet your tax needs.
Long-Term Benefits – We create tax strategies that stand the test of time and withstand IRS scrutiny.
Challenges ❌
Solution ✅
- Tax Complexity – Navigating complex tax laws and advanced strategies can feel overwhelming without expert guidance.
- Time Investment – Creating a tailored tax plan requires an initial time investment to analyze your unique financial situation and goals.
- Initial Costs – Some tax-optimization strategies involve upfront costs, such as legal or administrative fees, which may deter immediate action.
- Professional Guidance – Our experts simplify complex tax strategies into clear, actionable plans and guide you through every step of the process.
- Efficient Process – We streamline the planning process with efficient data collection and analysis, ensuring your time investment delivers maximum long-term value.
- Long-Term Gains – Upfront costs are offset by strategies designed to generate significant long-term savings and sustainable wealth growth.
Download The Tax-Free Business Owner E-Book
Discover the proven strategies of the ultra-wealthy in Advanced Tax Planning & Mitigation — the definitive guide crafted by Mark Miller, CEO of Hilton Tax & Wealth Advisors.
GET YOUR FREE E-BOOK NOW
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Business & Cash Flow Planning
The Value We Provide
We don’t just craft plans — we build unshakable financial futures. By optimizing cash flow, slashing your tax burden, and mastering every facet of your business finances, we position your company to thrive. From strategic tax planning to growth-focused financial roadmaps, we handle the complexities so you can focus on what you do best: growing your business.
Why Partner with Us?
Increased Cash Flow – Our strategies help you improve your business’s cash flow, giving you more money to invest for the future.
Long-Term Success – A strong business plan will prepare your company for growth and stability.
Full Financial Review – We cover everything from taxes to succession planning, so no part of your business is overlooked.
Personalized Plans – Every business is different, and we help create strategies that fit your specific goals.
Challenges ❌
Solution ✅
- Time Commitment – Developing a strategic business plan requires an upfront time investment to gather and analyze critical financial data.
- Complex Financial Details – Navigating intricate financial systems and metrics can feel overwhelming without expert guidance.
- Initial Costs – Certain strategies may involve upfront expenses, such as legal fees or operational adjustments.
- We Save You Time – Our streamlined process minimizes your effort by prioritizing efficient data collection and actionable insights.
- We Simplify Complexity – We break down financial jargon into clear, practical steps so you understand and own your plan.
- We Focus on Long-Term Value – Upfront costs are offset by strategies designed to boost profits, cash flow, and sustainable growth.
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Asset Protection & Legacy Planning
The Value We Provide
We craft custom strategies to protect your wealth from taxes, risks, and legal threats—and ensure your legacy thrives as intended. By integrating personal and business assets, we build plans that deliver lifelong stability and confidence your wealth will endure.
Why Partner with Us?
Wealth Preservation – Our approach protects your assets from risks such as taxes, lawsuits, and creditors, helping ensure your wealth remains intact.
Efficient Wealth Transfer – We design plans to minimize taxes and administrative costs, helping you efficiently pass on your wealth to heirs or charities.
Tailored Succession Planning – We assist business owners in creating succession plans that help ensure smooth transitions and long-term business success.
Charitable Giving – Maximize philanthropic impact while preserving your estate’s value.
Confidence – Gain confidence knowing your wealth and legacy are secure.
Challenges ❌
Solution ✅
- Emotional Decisions – Deciding how to distribute your assets can feel overwhelming, especially when balancing heirs, charities, and personal values.
- Complex Legal & Tax Issues – Navigating estate and asset protection laws requires expertise to avoid costly mistakes and ensure compliance.
- Initial Time Investment – Crafting a comprehensive plan demands upfront time to analyze your finances and align strategies with your goals.
- We Save You Time – Our streamlined process minimizes your effort by prioritizing efficient data collection and actionable insights.
- We Simplify Complexity – We break down financial jargon into clear, practical steps so you understand and own your plan.
- We Focus on Long-Term Value – Upfront costs are offset by strategies designed to boost profits, cash flow, and sustainable growth.
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Insurance & Risk Management
The Value We Provide
At Hilton Tax & Wealth Advisors, we craft personalized insurance strategies that protect your wealth and help you leverage it for long-term growth. We teach our clients how the Smart Money utilizes insurance to grow their wealth more effectively. Our team specializes in navigating complex insurance arrangements, helping ensure that your assets are fully protected while maximizing your ability to pass on wealth to future generations—often tax-free. Whether you are looking for life insurance, disability coverage, or annuities, we ensure your insurance plan aligns with your financial goals.
Why Partner with Us?
Financial Protection – Insurance provides a safety net, helping ensure you and your family are covered in unexpected events such as illness, disability, or death.
Asset Growth Potential – Proper insurance strategies can help you leverage your money, potentially growing your assets while offering financial protection.
Tax-Free Wealth Transfer – With the right insurance policies, you can pass on assets tax-free to your heirs, maximizing their financial benefits.
Risk Mitigation – Insurance protects against various risks, from long-term care needs to unexpected income loss due to disability.
Liquidity When Needed – Insurance strategies like annuities can provide a level of liquidity and income when it's most needed (subject to surrender penalties and tax implications)
Challenges ❌
Solution ✅
- Complexity of Insurance Products– Navigating the different types of insurance, such as life insurance, trusts and annuities, can be complicated without professional guidance.
- Cost of Premiums – Depending on the coverage, insurance premiums can be expensive, especially for long-term care or disability insurance.
- Over-Insurance Risk– It’s possible to over-insure, leading to unnecessary costs for policies that may not be needed in certain situations.
- We Save You Time — Our process is designed to be efficient to quickly obtain the information we need and minimize your time commitment.
- We Make it Simple — We simplify complex insurance concepts into easy-to-understand terms, helping you feel confident in your long-term plan.
- Long-Term Benefits – While there may be upfront costs with certain insurances, our strategy focus is on increasing profits and cash flow, making it a wise investment.
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Benefits & Defined Benefit Planning
The Value We Provide
At Hilton Tax & Wealth Advisors, we specialize in maximizing your retirement benefits through a thorough review of defined benefit plans, pension options, and your overall retirement strategy. We focus on aligning these benefits with your broader financial assets and income sources, creating a cohesive and efficient plan for your retirement. Our expertise ensures seamless integration of your business and personal retirement plans, meeting current and future financial objectives.
Why Partner with Us?
Comprehensive Strategy – We align your retirement benefits with other financial assets, creating a clear path toward financial stability in retirement.
Maximize Defined Benefits – Through careful review, we help you gain the most value from your defined benefit pensions.
Optimized Cash Flow – Our planning supports a steady cash flow that sustains your lifestyle throughout retirement.
Integrated Business Planning – We align your business retirement plans with personal financial goals, covering all aspects of your wealth.
Long-Term Financial Planning – Our approach delivers a strategy that addresses immediate needs and future goals.
Challenges ❌
Solution ✅
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Complexity of Retirement Plans – Managing retirement plans, pensions, and income streams can be challenging without expert support.
- Potential Coverage Gaps – Without proper review, there may be gaps in how retirement benefits integrate with other financial assets.
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Evolving Financial Needs — Your financial situation may shift over time, requiring adjustments to keep plans aligned with your goals.
- Simplifying Complex Plans — Our professionals demystify retirement benefits and defined benefit pensions, offering clear recommendations that align with your financial goals. We make the process transparent and manageable, empowering you to make informed decisions.
- Comprehensive Plan Review — We thoroughly assess your retirement benefits and assets to identify and resolve any gaps or inefficiencies. This personalized approach ensures your plan is fully optimized for maximum benefit.
- Adapting to Changing Needs — As your financial situation evolves, we work with you to update your retirement strategy, ensuring it remains aligned with your goals and provides the flexibility needed for long-term stability.