We are a Fee-Only financial planning firm, which means we get paid per hour or per project to help families plan their futures. Michael is trained as a tax attorney and Joe is a CPA/CFP, so together we work with each family to help them thrive and succeed.
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Hillcrest Financial Group is an independent Registered Investment Advisor firm located in Thousand Oaks, CA. For over 20 years, our team has provided comprehensive financial advice and investment management for pre and post-retirees and high net worth individuals. We offer objective advice that helps provide clarity and confidence around each client's unique financial journey.
Too many families are being overlooked because most financial service firms focus primarily on the wealthy. Left to fend for themselves, the average American family is up against staggering odds without the help of a trusted financial representative. The focus of our company is to provide households with information, tools, and strategies to help them make good and informed financial decisions. Through our relationships with some of the most respected financial services companies in the world we help our clients understand their needs and clarify their options. At Revolution Financial Management, we are driven by our desire to help the American family get into a better, stronger financial position.
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