You are not like any other client.
You are unique and so are your financial priorities and objectives.
You deserve a personal CFO who will help you clearly envision your financial destination and navigate your unique financial journey.
Life has many seasons, requiring different financial strategies.
Which season are you in?
Early Career (20’s)
Paying off student loans. Building credit history. Making budgets and tracking expenses. Growing your savings. Getting married.
Family and Career Building (30’s and 40’s)
Buying a house. Starting to save for your children’s college education. Preparing a will. Maximizing retirement savings.
Pre-Retirement (40’s & 50’s)
Paying off mortgage. Maximizing retirement savings. Reviewing retirement tax strategies. Starting a second career business.
Retirement (60’s & 70’s)
Utilizing cash flow strategies and social security strategies. Minimizing taxes. Updating will and estate plan. Planning for long-term care.
Late Retirement (80’s and above):
Wealth transfer. Coordinating long-term care strategies. Minimizing taxes. Converting assets.
Bring clarity to your financial picture through all of life’s seasons and stages with Hill Financial Services.
Bring clarity to your financial picture through all of life’s seasons and stages with Hill Financial Services.
Check the background of investment professionals on FINRA’s BrokerCheck.
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, P.C. and Cambridge are not affiliated. Tax services are offered through Hill Financial Services, P.C.
This communication is strictly intended for individuals residing in the states of CA, CT, DE, FL, GA, IL, KY, MA, MD, NY, NC, RI, SC and VT. No offers may be made or accepted from any resident outside the specific states referenced.
Cambridge’s Form CRS (Customer Relationship Summary
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Hill Financial Services makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.
2 Corporate Drive, Suite 921 | Shelton, CT 06484