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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 Living In the Endorphin Zone Does My Portfolio Fit Me? What Makes Us Different

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

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

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Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

 

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

What to Look for in a Long-Term Care Policy

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Money that Buys Good Health is Never Ill Spent

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IRA Withdrawals that Escape the 10% Tax Penalty

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Mastering Mobile Lingo

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Enter various payment options and determine how long it may take to pay off a credit card.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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An Inside Look at Retirement Living

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

5 Smart Investing Principles

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

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

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The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

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