Income Planning
You have spent your life accumulating assets. We will help you determine the optimal way to take income from your various accounts.
Estate Planning & Long-Term Care Planning
We help you ensure a smooth transition as you age and move through the stages of life.
Tax Efficiency
When it comes to taxes, we make sure your money is in the right place to reduce the tax burden. Whether it’s more strategic to put money in one account or withdraw it from another, we’ll help you make the decisions that will benefit you the most at tax time.
Pensions & Social Security
Diving into the world of Social Security and pensions can be complicated, but your Addis Hill advisor will take out all the guesswork. We break down every choice and help you make important irrevocable decisions.
What does it mean to lean on our fence?
Simple – our door is always open to you. Whether you want advice or just a listening ear, our team is here for you — we’re ready and able to discuss your wealth plans as well as listen to your concerns and answer your questions, big or small.
At Addis Hill, you’ll find there’s no such thing as a dumb question and we’ll never judge you. Instead, we come in each day with an open mind with a genuine interest in helping you achieve your goals. You are always welcome at Addis Hill.
Comprehensive Wealth Management
Any real estate purchase that you’ve made throughout your life will now impact your finances in a different way. We can help you reassess where you stand and decide the next best step.
The world of Medicare can seem intimidating, but that’s why we maintain connections with the best in the industry. We will connect you with the top Medicare professionals to ensure you’re getting the coverage you need.
We can assist you in evaluating insurance needs whether you need protection for your vehicle, life, house, or anything else.
A mortgage is one of the most significant expenses in your life, and you may look at it differently once you reach a life transition. The Addis Hill team will help you evaluate how your mortgage will serve you through every stage in your life.
If you’re considering downsizing or looking at continuing care and retirement community options, the Addis Hill team can make recommendations based on your needs and financial means.
If you have young children or you’re a grandparent, you may want to relieve some of the financial pressure on your loved ones when they reach college. We can help you determine how much to save and how best to do it.
Begin your journey with Addis Hill today.
The Addis Hill Client Experience Explained
We don’t believe you should hire a financial advisor to manage your money without first having a thorough understanding of the services and value they will provide over time. That’s why we developed the Limited Scope Planning Agreement so you can experience the services we provide and obtain a financial plan framework you can use moving forward. We charge $900 for this experience.
The Limited Scope concept is a high value experience that will give you concrete feedback on your financial situation, direction for the future and a determination for whether there could be a good fit between us moving forward.
Starting Simply
It all begins with a discovery meeting held in-person or virtually to learn as much as possible about you, your financial situation, and your goals. We will ask for the necessary documents during the discovery meeting so there is no need to gather them together prior to knowing what we really need.
We Plan
We Debrief
You take Action
Our clients have shared with us how much they appreciate this thoughtful approach.
Behind our process
Approachable
You never have to worry about being judged at Addis Hill, instead, we are here to listen and help.
Encouraging
We know there are many difficult decisions along any financial journey and we are here to support you through all of it.
Proactive
We are engaged in your plan and will work to make sure your financial future stays on track.
Objective
Because we are fiduciaries you can rest assured that our guidance is always in your best interest. There are never hidden agendas.
Authentic
We’re true to ourselves and to our word. We pride ourselves on being open, honest, and transparent every step of the way.
Straightforward
We believe in honest conversations. Never shying away from the difficult topics, ensuring all parts of your financial life are taken into account.
Begin your journey with
Addis Hill today.
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