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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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Inflation - Back to the Future

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Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

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Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

How Income Taxes Work

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Changing Unhealthy Behaviors

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Inflation & Your Money

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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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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This questionnaire will help determine your tolerance for investment risk.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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5 Smart Investing Principles

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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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Coaches

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

Perception vs. Reality

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

Surprises

Making the most of surprises is a great reason to work with us.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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