Dan  Hill CFP® AIF®
D. R. Hill Wealth Strategies, LLC

Financial Advice & Consulting

As a CFP® and AIF® we are legally required to act as a fiduciary to all our clients. This means that we must put our client's interests first. Most financial advisors are registered represtatives. This means that in some situations, the advisor is not legally required to act as a fiduciary for you. We adhere to the Financial Planning Practice Standards (Practice Standards) establish by the CFP Board. Establishing and defining the relationship with the client Gathering client data Analyzing and evaluating the client’s financial status Developing and presenting the financial planning recommendation(s) Implementing the financial planning recommendation(s) and Monitoring. We do a thorough evaluation and analysis of each client's situation before recommending an appropriate asset allocation for their portfolio.

Financial Planning for Businesses

As a CFP® and AIF® we are legally required to act as a fiduciary to all our clients. This means that we must put our client's interests first. Most financial advisors are registered represtatives. This means that in some situations, the advisor is not legally required to act as a fiduciary for you. We adhere to the Financial Planning Practice Standards (Practice Standards) establish by the CFP Board. Establishing and defining the relationship with the client Gathering client data Analyzing and evaluating the client’s financial status Developing and presenting the financial planning recommendation(s) Implementing the financial planning recommendation(s) and Monitoring. We do a thorough evaluation and analysis of each client's situation before recommending an appropriate asset allocation for their portfolio.

Portfolio Management

As a CFP® and AIF® we are legally required to act as a fiduciary to all our clients. This means that we must put our client's interests first. Most financial advisors are registered represtatives. This means that in some situations, the advisor is not legally required to act as a fiduciary for you. We adhere to the Financial Planning Practice Standards (Practice Standards) establish by the CFP Board. Establishing and defining the relationship with the client Gathering client data Analyzing and evaluating the client’s financial status Developing and presenting the financial planning recommendation(s) Implementing the financial planning recommendation(s) and Monitoring. We do a thorough evaluation and analysis of each client's situation before recommending an appropriate asset allocation for their portfolio.

Financial Advice & Consulting

As a CFP® and AIF® we are legally required to act as a fiduciary to all our clients. This means that we must put our client's interests first. Most financial advisors are registered represtatives. This means that in some situations, the advisor is not legally required to act as a fiduciary for you. We adhere to the Financial Planning Practice Standards (Practice Standards) establish by the CFP Board. Establishing and defining the relationship with the client Gathering client data Analyzing and evaluating the client’s financial status Developing and presenting the financial planning recommendation(s) Implementing the financial planning recommendation(s) and Monitoring. We do a thorough evaluation and analysis of each client's situation before recommending an appropriate asset allocation for their portfolio.

Financial Planning for Businesses

As a CFP® and AIF® we are legally required to act as a fiduciary to all our clients. This means that we must put our client's interests first. Most financial advisors are registered represtatives. This means that in some situations, the advisor is not legally required to act as a fiduciary for you. We adhere to the Financial Planning Practice Standards (Practice Standards) establish by the CFP Board. Establishing and defining the relationship with the client Gathering client data Analyzing and evaluating the client’s financial status Developing and presenting the financial planning recommendation(s) Implementing the financial planning recommendation(s) and Monitoring. We do a thorough evaluation and analysis of each client's situation before recommending an appropriate asset allocation for their portfolio.

Portfolio Management

As a CFP® and AIF® we are legally required to act as a fiduciary to all our clients. This means that we must put our client's interests first. Most financial advisors are registered represtatives. This means that in some situations, the advisor is not legally required to act as a fiduciary for you. We adhere to the Financial Planning Practice Standards (Practice Standards) establish by the CFP Board. Establishing and defining the relationship with the client Gathering client data Analyzing and evaluating the client’s financial status Developing and presenting the financial planning recommendation(s) Implementing the financial planning recommendation(s) and Monitoring. We do a thorough evaluation and analysis of each client's situation before recommending an appropriate asset allocation for their portfolio.

Retirement Planning

As a CFP® and AIF® we are legally required to act as a fiduciary to all our clients. This means that we must put our client's interests first. Most financial advisors are registered represtatives. This means that in some situations, the advisor is not legally required to act as a fiduciary for you. We adhere to the Financial Planning Practice Standards (Practice Standards) establish by the CFP Board. Establishing and defining the relationship with the client Gathering client data Analyzing and evaluating the client’s financial status Developing and presenting the financial planning recommendation(s) Implementing the financial planning recommendation(s) and Monitoring. We do a thorough evaluation and analysis of each client's situation before recommending an appropriate asset allocation for their portfolio.

Insurance Planning

As a CFP® and AIF® we are legally required to act as a fiduciary to all our clients. This means that we must put our client's interests first. Most financial advisors are registered represtatives. This means that in some situations, the advisor is not legally required to act as a fiduciary for you. We adhere to the Financial Planning Practice Standards (Practice Standards) establish by the CFP Board. Establishing and defining the relationship with the client Gathering client data Analyzing and evaluating the client’s financial status Developing and presenting the financial planning recommendation(s) Implementing the financial planning recommendation(s) and Monitoring. We do a thorough evaluation and analysis of each client's situation before recommending an appropriate asset allocation for their portfolio.

Estate Planning & Trusts

As a CFP® and AIF® we are legally required to act as a fiduciary to all our clients. This means that we must put our client's interests first. Most financial advisors are registered represtatives. This means that in some situations, the advisor is not legally required to act as a fiduciary for you. We adhere to the Financial Planning Practice Standards (Practice Standards) establish by the CFP Board. Establishing and defining the relationship with the client Gathering client data Analyzing and evaluating the client’s financial status Developing and presenting the financial planning recommendation(s) Implementing the financial planning recommendation(s) and Monitoring. We do a thorough evaluation and analysis of each client's situation before recommending an appropriate asset allocation for their portfolio.

Wealth Management

As a CFP® and AIF® we are legally required to act as a fiduciary to all our clients. This means that we must put our client's interests first. Most financial advisors are registered represtatives. This means that in some situations, the advisor is not legally required to act as a fiduciary for you. We adhere to the Financial Planning Practice Standards (Practice Standards) establish by the CFP Board. Establishing and defining the relationship with the client Gathering client data Analyzing and evaluating the client’s financial status Developing and presenting the financial planning recommendation(s) Implementing the financial planning recommendation(s) and Monitoring. We do a thorough evaluation and analysis of each client's situation before recommending an appropriate asset allocation for their portfolio.

Money Management

As a CFP® and AIF® we are legally required to act as a fiduciary to all our clients. This means that we must put our client's interests first. Most financial advisors are registered represtatives. This means that in some situations, the advisor is not legally required to act as a fiduciary for you. We adhere to the Financial Planning Practice Standards (Practice Standards) establish by the CFP Board. Establishing and defining the relationship with the client Gathering client data Analyzing and evaluating the client’s financial status Developing and presenting the financial planning recommendation(s) Implementing the financial planning recommendation(s) and Monitoring. We do a thorough evaluation and analysis of each client's situation before recommending an appropriate asset allocation for their portfolio.

401K Rollovers

As a CFP® and AIF® we are legally required to act as a fiduciary to all our clients. This means that we must put our client's interests first. Most financial advisors are registered represtatives. This means that in some situations, the advisor is not legally required to act as a fiduciary for you. We adhere to the Financial Planning Practice Standards (Practice Standards) establish by the CFP Board. Establishing and defining the relationship with the client Gathering client data Analyzing and evaluating the client’s financial status Developing and presenting the financial planning recommendation(s) Implementing the financial planning recommendation(s) and Monitoring. We do a thorough evaluation and analysis of each client's situation before recommending an appropriate asset allocation for their portfolio.

Annuities

As a CFP® and AIF® we are legally required to act as a fiduciary to all our clients. This means that we must put our client's interests first. Most financial advisors are registered represtatives. This means that in some situations, the advisor is not legally required to act as a fiduciary for you. We adhere to the Financial Planning Practice Standards (Practice Standards) establish by the CFP Board. Establishing and defining the relationship with the client Gathering client data Analyzing and evaluating the client’s financial status Developing and presenting the financial planning recommendation(s) Implementing the financial planning recommendation(s) and Monitoring. We do a thorough evaluation and analysis of each client's situation before recommending an appropriate asset allocation for their portfolio.

Tax Planning & Mitigation

As a CFP® and AIF® we are legally required to act as a fiduciary to all our clients. This means that we must put our client's interests first. Most financial advisors are registered represtatives. This means that in some situations, the advisor is not legally required to act as a fiduciary for you. We adhere to the Financial Planning Practice Standards (Practice Standards) establish by the CFP Board. Establishing and defining the relationship with the client Gathering client data Analyzing and evaluating the client’s financial status Developing and presenting the financial planning recommendation(s) Implementing the financial planning recommendation(s) and Monitoring. We do a thorough evaluation and analysis of each client's situation before recommending an appropriate asset allocation for their portfolio.

Investment Management & Advice

As a CFP® and AIF® we are legally required to act as a fiduciary to all our clients. This means that we must put our client's interests first. Most financial advisors are registered represtatives. This means that in some situations, the advisor is not legally required to act as a fiduciary for you. We adhere to the Financial Planning Practice Standards (Practice Standards) establish by the CFP Board. Establishing and defining the relationship with the client Gathering client data Analyzing and evaluating the client’s financial status Developing and presenting the financial planning recommendation(s) Implementing the financial planning recommendation(s) and Monitoring. We do a thorough evaluation and analysis of each client's situation before recommending an appropriate asset allocation for their portfolio.

Risk management

As a CFP® and AIF® we are legally required to act as a fiduciary to all our clients. This means that we must put our client's interests first. Most financial advisors are registered represtatives. This means that in some situations, the advisor is not legally required to act as a fiduciary for you. We adhere to the Financial Planning Practice Standards (Practice Standards) establish by the CFP Board. Establishing and defining the relationship with the client Gathering client data Analyzing and evaluating the client’s financial status Developing and presenting the financial planning recommendation(s) Implementing the financial planning recommendation(s) and Monitoring. We do a thorough evaluation and analysis of each client's situation before recommending an appropriate asset allocation for their portfolio.

Financial Planning for Individuals

As a CFP® and AIF® we are legally required to act as a fiduciary to all our clients. This means that we must put our client's interests first. Most financial advisors are registered represtatives. This means that in some situations, the advisor is not legally required to act as a fiduciary for you. We adhere to the Financial Planning Practice Standards (Practice Standards) establish by the CFP Board. Establishing and defining the relationship with the client Gathering client data Analyzing and evaluating the client’s financial status Developing and presenting the financial planning recommendation(s) Implementing the financial planning recommendation(s) and Monitoring. We do a thorough evaluation and analysis of each client's situation before recommending an appropriate asset allocation for their portfolio.

Education Funding & Planning

As a CFP® and AIF® we are legally required to act as a fiduciary to all our clients. This means that we must put our client's interests first. Most financial advisors are registered represtatives. This means that in some situations, the advisor is not legally required to act as a fiduciary for you. We adhere to the Financial Planning Practice Standards (Practice Standards) establish by the CFP Board. Establishing and defining the relationship with the client Gathering client data Analyzing and evaluating the client’s financial status Developing and presenting the financial planning recommendation(s) Implementing the financial planning recommendation(s) and Monitoring. We do a thorough evaluation and analysis of each client's situation before recommending an appropriate asset allocation for their portfolio.