Mission

We focus on the client.

Individuals:

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your specific goals.

There are many challenges today. For families and individuals managing debt, saving for college and retirement can present significant hurdles.  It can be overwhelming. We are committed to helping you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.  We focus our efforts on you, the client, and your satisfaction. We will get there together.

Corporate Retirement Plans:

In today's increasingly complex retirement plan arena, plan fiduciaries are required to accept greater responsibility than ever before. It is the responsibility of the company officers, directors and key employees, acting in the capacity of qualified plan fiduciaries, to select and monitor the investment advisors that provide services to your company's retirement plan.  Selecting an advisor for your plan is one of the most critical decisions you will make for your company, employees, officers and directors.

Adhering to a high standard of fiduciary care
We are passionate about helping you provide an effective plan to your employees. With more than 30 years specializing in corporate retirement plans, we are uniquely qualified to assist you across the full range of your plan needs. We bring a broad range of core competencies, across employee benefits and asset management disciplines, including:

3(21) Fiduciary Advisor and 3(38) Services through IFP 
B.J. Hill is among a limited number of advisors approved as a 3(21) fiduciary advisor and a 3(38) investment manager among the more than 13,000 IF Partners Financial independent advisors.  These fiduciary designations require that the advisor's interests must always be aligned with the interests of the plan and its participants.  Fiduciary 3(38) services are provided through Independent Financial Partners (IFP).