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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Risk Tolerance: Stress-Test Your Portfolio…and Yourself
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
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HOT TOPIC: Too Much Oil with Nowhere to Go
This article looks at the reasons behind crude oil’s price collapse and the larger issue of imbalance between supply and demand in the global oil industry.
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
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Retirement Plans for the Self-Employed Dangle Tax Benefits
Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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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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Loan Payoff
How much will it cost to pay off a loan over its lifetime?