Link, like, message, or call! No matter how it happens, we look forward to connecting and working with you to achieve your goals. For too long, financial advisors have worked in solitude, focusing on your goals but failing to see the bigger picture. We seek to change the status quo and become your personal CFO, managing your finances and coordinating efforts between all of your professional advisors.
Every financial planning boutique and outlet has the same general knowledge on investment and planning concepts. We set ourselves apart by helping clients understand the tax implications of different investment strategies and leveraging the expertise of our legal, insurance, and other financial specialists.
Every financial planning boutique and outlet has the same general knowledge on investment and planning concepts. We set ourselves apart by helping clients understand the tax implications of different investment strategies and leveraging the expertise of our legal, insurance, and other financial specialists.
Services
We specialize in holistic financial planning. By taking into account your entire life, including your financial status, current income generation, financial needs, personal values, and risk tolerance, we can provide a more complete service to you. Our process is one of collaboration and mutual understanding.
Bonnie Hill initially joined the financial industry as a CPA, solving issues surrounding taxes and financial management. In 2003, she saw a way to further help her clients by providing financial planning and wealth management services while retaining the personalized service culture they had come to expect.
In recent years, the disciplines within professions have become increasingly specific. There used to be one insurance agent that would attend to all your needs. Now, there are three or four different agents, each specializing in a niche. This trend is taking hold across the board, affecting attorneys, doctors, accountants, and even financial advisors.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Hill Financial Services, PC and Cambridge are not affiliated.
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