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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HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
This article discusses risks involved in developing treatments and vaccines for COVID-19, and why discoveries might not benefit investors.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
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Do Target-Date Funds Hit the Bull’s-Eye for You?
More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.