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Specialized Retirement Planning

Hill Financial Group Inc.

A Virtual Family Office for Real Families and Business Owners
Hill Financial Group Inc. is a Virtual Family Office designed for business owners, CPAs, and upper middle-income families who want more than one-off financial products—they want a coordinated plan and a trusted team.

Instead of juggling separate advisors, you get one proactive, holistic strategy that brings everything together: risk management, tax planning, wealth building, retirement income, and estate planning. Our online education center supports you with clear, practical videos that explain key financial concepts so you can make decisions with confidence, not confusion.

Our Mission: Financial Security and Peace of Mind
Our mission is simple and unwavering: to create financial security and genuine peace of mind for the people we serve.

Led by CEO Jeffery Hill, Hill Financial Group Inc. focuses on uncovering money you may be losing unknowingly and unnecessarily, then redirecting it toward what matters most—your family, your business, and your future. From college funding and tax reduction strategies to business succession and multi-generational planning, we help you see the whole picture and take clear, confident action.

A Collaborative “Brain-Trust” Working for You
We don’t believe in siloed advice. We partner with CPAs, attorneys, and other specialists in a collaborative “brain-trust” model so you benefit from the combined expertise of an entire team, not just one advisor’s perspective.
This approach helps to:
  • Reduce third-party risk and conflicting recommendations
  • Create a unified, tax-efficient strategy across your personal and business finances
  • Enhance the value CPAs and other professionals deliver to their own clients
  • Replace reactive, last-minute decisions with a proactive, step-by-step roadmap
When you work with Hill Financial Group Inc., you’re not just hiring a firm—you’re aligning with a coordinated team that’s committed to protecting what you’ve built and helping you move toward the future you truly want.

Retire with confidence

Our Planning Process

Our three-step planning process works to help identify and implement suitable financial strategies for helping our clients meet their needs and achieve their goals and objectives for retirement.

01

Start Smart

02

Apply Discipline

03

Communicate Progress

01

Start Smart

Get a Clear Understanding of Your Financial Life

First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.

Six Fundamental Financial Planning Considerations

Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.

Longevity

Outliving financial assets as the result of a longer life.

Inflation

Reduction in real purchasing power as the result of increasing cost of living.

Mortality

Loss of financial assets as the result of a partner’s or spouse’s death.

Liquidity

Limited access to assets to meet life’s unexpected financial needs.

Market

Unexpected reduction in the value of financial assets at the time of withdrawal.

Taxes

Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.

02

Apply Discipline

A Retirement Strategy Designed for You

Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.

Our Services, Your Future

We take the time to thoroughly explore your needs no matter the stage of life you are in to help provide a custom tailored solution that we continue to monitor and adjust until the end of time.

Maximize the growth potential of your investable assets in accordance with your risk tolerance and financial goals.

Increase you or your loved one’s future retirement income with a tax-efficient, capital leveraging strategy.

Ease the financial and emotional toll of long-term care with early planning so you can retire with peace of mind and dignity.

Establish tax planning strategies today for greater tax efficiency and financial flexibility later in retirement.

Support your retirement income plan with accumulation and tax-free distribution strategies in retirement.

Understand the benefits you are entitled to and how to maximize Social Security income in retirement.

Design an income plan that delivers dependable income and financial security throughout your retirement.

Protect your estate and loved ones from unnecessary taxation and probate with proactive estate planning strategies.

Make the investment in your child or grandchild’s future with the gift of a college education through life insurance.

Explore options to protect your income in the event of an illness or injury that prevents your ability to work.

Develop strategies to protect assets against the effects of inflation.

Ensure access to assets to meet life’s unexpected  needs.

Safeguard your loved ones and your home with mortgage protection so they can afford keep your family’s home.

03

Communicate Progress

Our Commitment to You

Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive
outreach, and accessibility to our team throughout our working relationship.

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Meet The Team

Jeffery Hill, MBA, RICP

Advanced Planning Lead

Bridger Silvester

Proactive Facilitator

Evan Anderson

Proactive Facilitator

Tracy Miller

VFO Liaison

Tim Gacsy, CPA

In House CPA

Johna Hill

Proactive Coordinator

Brendee Weston

Proactive Coordinator

RR

Complimentary Educational Resources

Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.

Our Upcoming Events

Events in February–April 2026

  • There are no events scheduled during these dates.

Our Downloads

Tax Free Retirement

Tax-Free Retirement will: show you how to avoid 9 common financial landmines; teach you how to generate tax free retirement income; explain how to multiply your IRA two or three-fold for future generations; help you leave a lasting legacy beyond your wildest imagination.

Our Blog

Financial Calculators

CalcXML Financial Calculators

PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.

Financial Literacy Videos

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