What we do
Investments
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.
Estate Planning
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.
Tax Efficiency
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
Real Estate
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.
Mortgages
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.
Medicare
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.
Downsizing
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.
Insurance
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.
Education planning
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
Starting simply
We start with a 10- to 15-minute phone call with one of our advisors. This initial meeting helps ensure that we can work well together to reach your financial goals.
Hearing about you
From there, we will hold a discovery meeting to gather more information about you and where you hope to go in your financial future.
Building a foundation
Then, a foundational meeting ensures that your representative understands your goals and fears and allows the two of you to work out any gaps in your strategies.
Crafting the Strategy
After that, we start getting down to the numbers. Build-out meetings allow us to focus on the big picture strategy and the logistics of investments, tax, insurance, and more.
Taking action!
Finally, implementation meetings are where the action happens. We will present an assessment and management proposal and can put you in touch with the industry's best CPAs, insurance agents, or attorneys.
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.
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.
