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!
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
It's important to understand how inflation is reported and how it can affect investments.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
This worksheet can help you estimate the costs of a four-year college program.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work in 2012 to pay federal tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Have you explored all of your choices when it comes to managing your taxable income?
There’s an alarming difference between perception and reality for current and future retirees.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
There are nearly 1,200 ETFs available. Should you invest in them?
Learn how to harness the power of compound interest for your investments.