Hillis Financial Services Provides 2013 Outlook and Economic Review of U.S. and International Markets

San Jose, Calif. — February 20, 2013 — Hillis Financial Services, a San Jose-based independent wealth management firm, is expecting a large turnout at their annual Economic Outlook event at the Golf Club at Boulder Ridge in San Jose on February 23rd at 12:00 p.m. for clients and guests. The firm has been holding these events for over a decade and last year’s event garnered over 100 attendees. In light of the fiscal cliff negotiations and Washington’s continued uncertainty, President Jack Hillis and Executive Vice President Caroline Delaney have invited guest speaker Darren Cde Baca, CFP®, CIMA and Regional Vice President of Ivy Funds to discuss international markets, the U.S. economic outlook, the housing marketing, and more.

“At Hillis Financial Services, we disregard hype that feeds concerns about the fiscal cliff deal effects and policy changes,” said Hillis. “Instead, we are focused on our conservative approach to client portfolio management, believing that in today’s markets, managing risk is as important as seeking growth.”

Hillis Financial Services has been a trusted San Jose wealth management firm since 2001 and Hillis and Delaney have over 70 years of combined experience. They believe potential volatility in the stock and bond markets requires their efforts to adequate portfolio management, and they incorporate a variety of alternative investments to help clients protect their hard-earned, irreplaceable assets during downturns.

According to Hillis, “As interest rates continue to rise, many investors in bonds will likely be losing principal. Alternative investments such as REITs can help hedge against bonds going down. This event will cover how to manage risk and use market pullback as an opportunity.”

About Hillis Financial Services

Hillis Financial Services is an independent, personal financial planning firm focused on managing the “irreplaceable assets” of its clients, families and individuals, many of whom are small business owners. The firm uses a conservative approach to its proactive client portfolio management, believing that managing downside risk can be more important in today’s economy than seeking upside growth. As independent representatives of LPL Financial, Hillis Financial Services primarily provides unbiased fee-based advice and services including personal financial, retirement, education, tax and estate planning; long-term care, charitable giving as well as risk management. The firm builds customized asset allocation portfolios of stocks, bonds and alternative investments for their clients. The team has more than 70 years collective experience in managing portfolios, and many clients have been with the firm’s advisors for more than 30 years. The firm is based in San Jose, California. For more information, please visit www.hillisfinancial.com.

NOTE: No strategy assures success or protects against loss. Alternative investments may not be suitable for all investors and involve special risks such as leveraging the investment, potential adverse market forces, regulator changes and potentially illiquidity. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses. Investing in Real Estate Investments trust (REITs) involves special risk such as potential illiquidity and may not be suitable for all investors. There is no assurance that the investment objectives of this program will be attained. The economic forecasts set forth in the presentation may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

John Hillis and Caroline Delaney are Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC