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!
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
A quick look at how federal income taxes work.
It may help your business be better prepared in the event of the death of a principal or key employee.
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are hundreds of ETFs available. Should you invest in them?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
$1 million in a diversified portfolio could help finance part of your retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
How will you weather the ups and downs of the business cycle?