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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Steps to Executing an Exit Strategy
Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.
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Consider REITs for Income and Diversification
Explore the basics of equity real estate investment trusts (REITs) including their potential benefits and risks.
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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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Bonds Can Offer Stability Even with Rising Rates
Explore three major categories of bonds, plus ideas for navigating the bond market amid climbing interest rates.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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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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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.