Meet our President

Dan Hill

Dan, CFP®, AIF® is now entering his twentieth year in the financial service industry. He is a 1978 graduate of The College of William and Mary School of Business Administration. He holds the professional designation of Certified Financial Planner™, and has his Series 65 and Life and Health Insurance licenses.

Dan's Media Placements:

Cut through the retirement fog.

Attend a
Hill Wealth Strategy workshop

View the calendar and RSVP to an event that works for you. We look forward to seeing you at an upcoming event! Feel free to contact us with any questions you may have.

november, 2019

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Hill Wealth Strategies

Services

Wealth Accumulation

Depending upon where you are in your financial lifespan, it may be appropriate for you to have a certain portion of your assets at risk...

Wealth Preservation

Everyone remembers the market crash in 2008. It destroyed savings and investments for families...

Retirement Planning

You’ve worked hard for the past few decades, been disciplined in saving what you could, and went through the ups and...

Social Security Optimization

In general, waiting to claim your Social Security benefits as long as possible can increase your total payout, thus maximizing...

Income Planning

With modern medicine constantly improving our overall health through the power of technology, people are living longer than ever...

Tax
Planning

Rising taxes can cause anyone who is approaching retirement age to panic. Planning ahead of time for annual tax time can save you money...

Tax Minimization Strategies

Our experts can help minimize your tax bill through a number of different ways. Strategies such as Income Deferral, Income Splitting, Income Spreading...

Annuities

Annuities are arguably the most common, most utilized, yet most misunderstood financial products available to consumers today. In fact, most investors have no...

Clarity of retirement.

Clarity of mind.

Providing local families and businesses with innovative financial strategies, solutions and planning that will lead to financial clarity and security.

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