A financial plan …

… is not a mass produced binder full of colorful charts and graph templates. Rather, a financial plan is a dynamic process designed to make an immediate impact on your life from the moment you walk through the door.

We have learned that asking you the right questions and truly listening to the responses may be the most important characteristic of our services. Only after we learn, can we truly help you create a cohesive plan.

 

Solving Complexity

Most people come to us overwhelmed or confused in some way. Usually the issues you face prevent you from a deep understanding of how all the pieces of your plan fit together. You need to know what’s possible and have a plan for how to get there. That’s where we can help.

 

Scenario Planning

We help you understand what tactical moves should be considered after we have evaluated the big picture of your life, and goals that you have established.

 

Making Life Easier

Our objective is to shoulder the burden of the day-to-day management of your financial plan so that you can focus on the important things in your life. We are here to relieve the nagging pressure and anxiety you may be experiencing.

 

Making Smart Decisions

We have a passion for helping people make smart decisions with their money. We provide a broad range of services to our clients at all different stages of life. We will help you craft an investment strategy and solution to address your unique circumstances.

  • Our focus is on comprehensive financial planning, not just investment management.
  • Our clients are seeking a long-term advisory relationship, not simply a one-time consultation.
  • Our planning model accommodates expected and unexpected life transitions: retirement, a medical emergency, the death of a loved one, a liquidity event, an inheritance.

Through our fee-based model we are accountable only to our clients, not to the market or any other financial institution. We design investment plans that are tailored to your needs, your risk tolerance, your future goals. Before we invest a dime of your money, we make certain you understand and agree with the strategy, and that we are aligned with your objectives.

If you have $500,000 to $5,000,000 in assets, Addis & Hill can help.