Benjamin J. Hill - Insurance - Financial, Estate & Charitable Planning

Profession	Insurance

Specialty	Financial, Estate & Charitable Planning

Group	WLK2 [GLIT - EC]

Business Name	Hill Financial Advisors

Title	CFP, CLU, CSPG

Address	2815 Townsgate Road Suite 100 Westlake Village, CA 91361-3046

Work Phone	(805)449-1132

Fax	(805)449-1158

Web Site	www.HillFinancialAdvisors.com

Member Since	7/2009

At Hill Financial we provide our clients with the wealth management and foresight to help them direct the destiny of their wealth for years to come.

Hill Financial is where successful individuals, families and business owners find the caliber of wealth planning to meet their high standards

Hill Financial helps families manage wealth for today - and for generations.
Utilizing a proprietary process, they can help you create strategies to maintain and enhance your current standard of living, and build a bridge to your family's financial future.

We create multi-generational wealth planning to protect and enhance our client’s financial resources - and being able to establish an enduring legacy to benefit their children and grandchildren for generations to come.

Hill Financial’s complete service covers every aspect of their client’s finances, including wealth management, succession planning, estate planning, taxes, insurance, educational funding, and charitable giving strategies.

Hill Financial’s exclusive WEP process, consists of a proven, dynamic system that allows clients to take control of thier family's financial destiny.

Hill Financial Advisors is comprised of three arms:
A Registered Investment Advisory arm offering fee based planning and portfolio management services (Wealth Enhancement & Preservation, Inc.)
A Registered Broker Dealer offering mutual funds, variable annuities, private placements, limited partnerships and Real Estate Investment Trusts (Galt Financial Group, Inc)
Insurance services offering Life, Disability and Long term care from over 30 top carriers. (Benjamin Hill CA Ins Lic 0B99929)

The Wealth Enhancement and Preservation (WEP) process is a powerful financial planning tool that was specifically developed to analyze their client’s finances, assess their current and future needs, and identify weaknesses and opportunities.

Hill Financial Advisors' proprietary process allows them to gain a thorough understanding of their circumstances, and to help create personalized solutions designed to provide more protection, more growth, greater tax benefits, and more control over their legacy.

After all, thoughtful wealth management is multifaceted, and designed to improve the after-tax return and lessen the tax burden for a business owner, executive, couple or family. In addition, the most thoughtful wealth planning can address the financial well-being of clients for generations to come.

Their comprehensive planning is designed to give clients the financial freedom to enjoy the fruits of their success, while also taking steps to ensure their estate benefits the people and causes they care about.

We know our client’s family's future is important to them. We’ll help them develop tax-efficient strategies to transfer their wealth effectively - and in a way that encourages their loved ones to act responsibly with their inheritance.

We offer Comprehensive Financial Planning (Fee Based), Investment Advisory (Fee Based). We are also licensed securities principals and insurance agents offering: Mutual Funds, Annuities and Life Insurance. Our team approach includes collaboration with the client’s other Trusted Advisors

Retirees interested in a clear, efficient, diversified, monitored and comfortable retirement.
Appreciated Asset (real estate, stock) holders interested in tax efficient diversification strategies.
Families with significant net worth interested in planning strategies to maximize tax efficient and responsible multi-generational wealth/ asset transfer.

Information Not Available

2815 Townsgate Road, Suite 100
Westlake Village, CA 91361

Name:

Phone:

Email:

Comments:

Charities	Pat Tillman Foundation Boys & Girls Clubs of Conejo


College Degrees	Bachelor of Science, Finance, CFP, CLU, CSPG


Organizations	CFP Financial Planning Association MDRT


License Number	0B99929 CA

Westlake Village - Insurance

Specialties: Financial, Estate & Charitable Planning