Terry Hill & Associates is a team of experienced professionals:
Our goal is to manage your family's wealth to minimize your stress and maximize your financial independence and personal well-being.
We are Knowledgeable Specialists who take the time to:
Understand your Dreams and Goals
Empathize and Listen to Your Concerns
Lighten the Burden of Managing Your Wealth
Optimize your Financial Resources
Enhance and Preserve your Quality of Life
People Who Benefit Most from our Services:
We help business owners, key employees, retirees, and surviving spouses who prefer to delegate their wealth management to a professional. Our clients are financially successful, but would rather spend their time on more enjoyable things than watching the market.
Our clients would rather focus their energy on their passions, their families or their favorite causes. They prefer to spend their time on the things they enjoy rather than be concerned with the burden of analysis or economic data.
If you look forward to having more fun in retirement, and want a long-term relationship with your advisor that goes beyond numbers - we should talk.
Meeting Planners | Event Coordinators
Are you looking for a fun, interactive and fast-paced presentation for your group? If so, CLICK HERE to learn how you can schedule Terry Hill to speak for your upcoming event!
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The uncertainties we face in retirement can erode our sense of confidence.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Learn a little about worldwide currency in this fun infographic
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
When do you need a will? The answer is easy: Right Now.
A special needs trust helps care for a special needs child when you’re gone.
With alternative investments, it’s critical to sort through the complexity.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do you know these three personal finance sayings?
There are hundreds of ETFs available. Should you invest in them?