Hill & Hill Financial, LLC, a retirement and investment planning firm with office locations in Atlanta, Chattanoogaand Knoxville, celebrates its 20th anniversary. The family-owned business was founded in Atlanta in June 2001 and has since expanded to three office locations and clients in more than 20 states.
Today, they serve more than 700 families and provide services related to investing, retirement and income planning, risk management, estate planning and taxes. In honor of this milestone, Hill & Hill Financial has several celebratory initiatives planned for current clients, including a night at the Chattanooga Lookouts game where the firm’s CEO, Morgan Hill, will throw the first pitch, and a number of end-of-year/holiday celebration parties in Atlanta, Chattanooga and Knoxville. Additionally, the company recently launched a new website highlighting its services and team members at www.HillandHillFinancial.com.
“We are honored to serve our clients and thank them for entrusting us with their retirement plans. Our success is found in their success,” said Hill. “We are proud to have created a business dedicated to providing integrated retirement planning strategies that are easily accessible to everyday folks in the communities we serve. We’re looking forward to helping many more families get to and through retirement successfully for years to come.”
In recent years, Hill & Hill Financial has had several other accomplishments to celebrate, including:
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Acquisition of Tax and Financial Strategies in Roswell, Ga. in 2015
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Acquisition of Fuller Financial in Chattanooga, Tenn. in 2016
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Published “Building a Better Retirement” in 2016
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Acquisition of Lionshare Financial in Marietta, Ga. in 2019
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Partial Acquisition of Wieniewitz Financial in Knoxville, Tenn. in 2019
Hill became a financial advisor to help retirees and those aspiring to retire to protect their wealth and pass it successfully to their loved ones. With the belief there is a very real retirement crisis occurring, largely due to advisor inattention and the incomplete or inaccurate advice often provided, he has made it his mission to offer a coordinated process to simplify and integrate all the important areas of clients’ financial lives, including investing and income planning, risk management, estate planning and taxes.
Together, with his wife Holly Hill overseeing the business operations and support team, the couple works to educate and assist all those approaching retirement. At the cornerstone of the business is Hill’s signature financial planning process, The Four Pillars of Retirement™, which aims to make advanced financial strategies easily assessable to individuals at all income levels.
As a Certified Trust and Estate Specialist, Certified Tax Specialist, Certified Tax Advisor, Licensed Insurance Agent, Licensed Registered Representative, and Licensed Fiduciary, Hill is a sought-after resource by local and national news outlets alike for his straightforward approach and comprehensive financial expertise.