Broker Check

 
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

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

 

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Contributing to an IRA?

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

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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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.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

Jane Bond: Decoding Diversification

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

When Markets React

When markets shift, experienced investors stick to their strategy.

Can Election Results Predict the Market?

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

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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