Hill Financial Group, LLC and Strategic Planning Group

HELPING OUR CLIENTS ACHIEVE TOMORROW'S DREAMS TODAY

Hill Financial Group prides itself in providing its clients with comprehensive and integrated financial services. Our advisors' vast experience in Life and Health Insurance and Money Management* has allowed us to more effectively assist you and your family in envisioning and realizing your financial and retirement goals. 

Our qualified team will help you simplify the complex questions of life:

  • What would happen to my family or business if something unexpectedly happened to me?
  • How much money will I need when I retire?
  • Are my assets properly positioned to allow me to reach my goals?
  • How will I pay estate taxes?

We will assist you in determining the answers to these questions by developing a targeted plan aimed at achieving your current and future financial goals. We then will help you implement that plan whether it means reallocating your investments, updating your insurance or simply putting you in touch with a trusted attorney or certified public accountant. Our team is committed to guiding you through the entire process and to being here in the future to insure that your roadmap is on track in helping you achieve financial security.

 

"Planning for today to secure your tomorrows”
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

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