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!
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Is your estate in order? This short quiz may help you assess your overall strategy.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Building wealth requires protection from the forces of wealth destruction.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Five phases to changing unhealthy behaviors.
This calculator helps estimate your federal estate tax liability.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, cracking the code on bonds.
Here’s a crash course on saving for college.
Do you know these three personal finance sayings?
It’s never a bad time to speak with your financial advisor about changes in your situation.
All about how missing the best market days (or the worst!) might affect your portfolio.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.