Our Goal – Helping you get to and through retirement successfully
At Hill & Hill, we view helping our clients protect their assets as more than a responsibility – we view it as a mission. This means that the quality of service we provide far surpasses what is offered at most financial institutions. Consider a few of our strengths.
We genuinely care.
One of our most distinguishing traits is how much we care about our clients. When you call into our office, you will speak with someone who is not only happy to hear from you, but who is knowledgeable and generous with their time. We strive to fully understand our clients’ individual aspirations, thus helping them manage their financial affairs in a meaningful way.
We are independent.
Our independence is paramount to delivering appropriate, independent recommendations. While some companies recommend investment products that are manufactured by parent or subsidiary business entities, we have no such ties. As an independent financial planning firm, we represent our clients and their interests rather than any specific company.
We are complete in our focus.
Our combination of licenses, registrations, professional designations, and special education qualifies us to work with all types of investments. There is virtually no investment vehicle we cannot utilize if the circumstances call for it – simple or complex. More than that, we take a comprehensive approach to planning that incorporates your insurance, legal and accounting needs in addition to your investments.
Learn about our Wealth Management Process