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!
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Knowing the rules may help you decide when to start benefits.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
To choose a plan, it’s important to ask yourself four key questions.
Earnings season can move markets. What is it and why is it important?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
It's easy to let investments accumulate like old receipts in a junk drawer.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When do you need a will? The answer is easy: Right Now.