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