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!
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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.
Taking regular, periodic withdrawals during retirement can be quite problematic.
For some, the social impact of investing is just as important as the return, perhaps more important.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Second marriages are a trigger event to revisit any existing estate strategies.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
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.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Agent Jane Bond is on the case, cracking the code on bonds.
There are hundreds of ETFs available. Should you invest in them?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
With alternative investments, it’s critical to sort through the complexity.
The average retirement lasts for 18 years. Are you prepared to fill that many days?