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!
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
Bonds may outperform stocks one year only to have stocks rebound the next.
Building wealth requires protection from the forces of wealth destruction.
A look inside the U.S. government's statistics on household net worth.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The item most homeowners forget on their home improvement project checklist is insurance.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There’s an alarming difference between perception and reality for current and future retirees.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Understanding the cycle of investing may help you avoid easy pitfalls.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Do you have causes that you want to support with donations? Here are three tips.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.