Clients choose to work with Skip Saideh, ChFC®, AIF®, and Kevin Hill, ChFC®, AIF®, because they have built their practice using comprehensive financial strategies to help their clients work toward their goals. Their team starts by taking a broad overview of their clients' current financial situation, taking into consideration their goals and objectives. After conducting an analysis, Skip and Kevin make recommendations and assist in implementing strategies that are tailored to their clients' unique issues and needs. When working with Skip and Kevin, personal relationships are the main focus. They pride themselves on being a resource to their clients and on building long-lasting relationships.
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Newsletters
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Taking a Team Approach to Retirement Savings
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
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A New Option for Providing Health Coverage in 2020
Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.
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SRI Investing: Not Just for Stocks
Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.
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What’s Required of the Executor of an Estate?
Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.