Individual Retirement Accounts
and Pension Plan Rollovers

Planning for retirement is challenging. As market conditions change more and more rapidly, developing a sound, informed and integrated strategy is as important as ever.

Hilltop Investments* would like to share its expertise with you, whether you are just beginning to plan for your retirement, are thinking about your post-retirement income stream or are wondering how best to leverage an employer-sponsored retirement plan.

• Hilltop Investments can help you to customize an investment portfolio, whether you are a financially savvy investor and preparing to retire or just beginning your journey and unsure where or how to begin planning a retirement strategy.
• We can assist you in mapping out the best possible approach to rolling-over your pension, given your personal circumstances.
• Our local, expert and responsive Registered Investment Representatives are available to assist you in person at each Mechanics Bank location.
• We are very pleased to provide you with access to a variety of Wealth Management team members who may have specialized knowledge that benefits your personal financial planning, such as Trust Officers or Private Bankers.

Hilltop Investment Specialists are available by appointment at all Mechanics Bank office locations.

Please call 800-811-0185 to schedule an appointment or hear more about our services today.

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.

Investment Specialists are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute and offer to sell, or a solicitation to purchase brokerage services to persons outside of the United States.

Consult your Legal or Tax Consultant for advice and information concerning your particular circumstances. Neither Primevest Financial Services, nor any of its Registered Representatives, may give legal or tax advice.