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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Consider a Roth Conversion for Tax-Free Income
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
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Early Retirement and Your Tax-Deferred Savings
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
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Insurance to Help Protect Your Business from Lawsuits
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
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Three Lessons from Retirees
A survey of workers and retirees yielded three key findings that may prove helpful in planning for retirement. Find out more.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Lease Payment
How much would your monthly lease payment be?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.