What we do
As the core piece of your plan, intelligent and carefully planned investments secure your future. Through our diversification and asset allocation process, we help you achieve financial security.
We also help you ensure the smooth transition of funds to heirs through our estate planning service. This includes the delegation of assets and planning your estate to be transferred exactly as intended.
When it comes to taxes, we make sure your money is in the right place at the right time. 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 process and help you see where every dollar is going.
What does it mean to lean on our fence?
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 for your financial future.
A mortgage is one of the most significant investments 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 retirement or any other stage in your life.
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.
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. We will work with you and your family to help you find the best fit for the coming years.
We can also assist you with any other insurance needs, whether you need protection for your vehicle, life, house, or anything else in your life. You can get the coverage you need while ensuring that your protection is affordable and thorough. And, because we never accept commissions or extra compensation, you know our recommendations will always be in your best interest.
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 ensure that your funds will be distributed to your heirs in the most efficient way possible.
Begin your journey with Addis Hill today.
What you’ll experience
Behind our process
You never have to worry about being judged at Addis Hill, instead, we are here to listen and help.
We know there are many difficult decisions along any financial journey and we are here to support you through all of it.
We are engaged in your plan and will work to make sure your financial future stays on track.
Because we are fiduciaries you can rest assured that our guidance is always in your best interest.
We’re true to ourselves and to our word. We pride ourselves on being open, honest, and transparent every step of the way.
We believe in honest conversations. Never shying away from the difficult topics, ensuring all parts of your financial life are taken into account.