Our Services
Hill Financial Group utilizes an independent, personalized approach that focuses on outlining/answering our client's specific goals, needs, and investment objectives. Our services include:
Investment Oversight Service
- Reviewing your investments and designing a personalized portfolio appropriate to your needs
- Year-long, continual monitoring of your investments
- Quarterly, semi-annual, or annual meetings to review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you
- Independent advice
- Recommendations regarding positioning of investments within your employer provided retirement plans such as 401(k)s
Tax Reduction Planning
- Comprehensive review of your tax return to highlight opportunities for increasing tax reduction strategies
- Quarterly review of your tax situation and planning to incorporate any new tax law changes
- Complimentary consultation with your tax preparer
- Recommendations of tax advantaged investments
Retirement Income & Distribution Planning
- Analysis of your current and future income needs
- Continual development and implementation of recommendations to help fund your income needs and help maintain a comfortable standard of living
- Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs
- Beneficiary review
Family Wealth Planning
- Analysis of current estate plan and concerns
- Assistance in transferring assets in a Living Trust or other trusts coordinating with your legal professional
- Providing guidance with the appropriate and necessary steps in the event of the death of a loved one
- Review of your long-term care needs
Client Services & Communication
- Monthly newsletters
- Quarterly, semi-annual or annual reviews
- Special reports on how to help reduce your taxes and other important topics
- Special Gold Medal Service events