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Terry Hill & Associates

Take a Moment to Dream ...

 

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405 State Highway 121 Bypass
Suite A250
Lewisville, Texas 75067
(972) 966-2020

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Wealth Vision Does My Portfolio Fit Me? What Makes Us Different Guided Wealth Portfolios

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!


  To See What Makes Us Different!

Helpful Content

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The Anatomy of an Index

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Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

 

How to Appeal Your Property Taxes

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Personal Finance Tips for Military Families

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Lesser Known Provisions of the SECURE Act

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A House Divided

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Determine your potential long-term care needs and how long your current assets might last.

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Estimate your monthly and annual income from various IRA types.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Rightsizing for Retirement

What does your home really cost?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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