Hillspring Financial, Inc.

Hillspring Financial, Inc. is a financial advisor firm established in 1983, with Kent G Forsey, CFP® as the principal owner. The firm specializes in providing personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. Hillspring Financial is a fee-based firm, where clients have the final decision on investment selection, and the firm does not act as a custodian of client assets. Investment advice is provided through consultations, and clients may receive financial planning services on matters not involving securities. The firm offers investment management services through various programs like the HFI PAM Program, AM Program, PFG Program, and ERISA Plan Services. Clients have the option to place reasonable restrictions on the types of investments in their portfolio. Hillspring Financial does not use a performance-based fee structure and charges fees based on assets under management. The firm's minimum household account size is $100,000, and clients have the option to direct brokerage outside the firm's recommendation. Hillspring Financial does not receive compensation from fund companies and does not participate in soft dollar arrangements. The firm does not vote client proxies and does not have custody of client assets. Clients receive quarterly account statements and have access to performance reports. Hillspring Financial maintains a Code of Ethics and has not been involved in legal or disciplinary events related to clients.