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Financial Planning Services

Comprehensive financial planning that focuses on your individual long term goals

From cash flow planning to investment management and retirement planning, our team works diligently to address issues facing successful individual clients

A financial plan is much more than a software program that generates elaborate flowcharts and spreadsheets. It is an ongoing process that begins by identifying a realistic financial goal and analyzing the available resources. From there, we work together to develop a plan, tracking the progress and recommending changes where necessary.

Our full financial planning services include:


  • • Cash flow planning
  • • Retirement planning
  • • Education funding
  • • Risk management
  • • Philanthropic planning
  • • Estate planning


With your firm plan in place, Andrew Hill Investors take it one step further by making sure your financial affairs are in good order. It is difficult to implement a financial plan if you are not organized, and our personal financial concierge services can help streamline the entire process.

investment banking

April 22, 2019

How our Firm Assists Clients who Purchase Annuity Products

As our firm continues to grow, Andy and I are visiting with more and more clients who own some form of an annuity contract.    This is usually revealed to us at the beginning of a client relationship with a series of questioning statements, such as:…

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investment banking

April 22, 2019

Financial Planning for Those in the Empty Nester Stage

Life brings about many stages and phases, each with its own set of perks and challenges. Empty nesters experience a wide range of emotions as their children gain their wings and fly, yet through it all they still shoulder some hefty financial burdens. A recent…

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July 17, 2019

Protecting the Elderly from Financial Fraud and Exploitation: What You Need to Know

Financial fraud is the fastest growing form of elder abuse. Financial elder abuse happens when someone illegally or improperly uses a vulnerable senior’s money or other property. With an estimated cost of $3 billion per year, these crimes are difficult to combat because they often…

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Each quarter, we give you our take on the market, and other financial planning news and insights. From equity strategies and global trade impacts and to healthy financial planning and trends in ESG. Subscribe below to join our mailing list.

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