INVESTMENT

Because the individual is unique, we understand that your plan is too. Instead of a large prepackaged plan, Seven Hills Financial, LLC offers unbundled asset management services specific to your need. Through this fully disclosed fee-for-service process, our goal is to relieve you of the stress of asset management. These tools include traditional and Roth IRAs, College Savings Plans, D.R.O.P., 401(k) rollovers and more.

INSURANCE

Balance is important to your financial future. Seven Hills Financial, LLC works with you to evaluate your insurance situation and uses tools such as life insurance, disability income protection and long-term care insurance to minimize risk. Creating a personal risk assessment of your current insurance contracts is the first step to keeping you or your family’s financial future secure.

RETIREMENT PLANNING

When do you expect to retire? How will it affect your loved ones? Seven Hills Financial, LLC provides an educational framework for you to make informed retirement decisions based on your needs, costs of retirement options and the financial impacts on your love ones. We will assist you in understanding the components of your retirement’s defined benefit or defined contributions plan so you can make an educated decision.

ESTATE PLANNING

Estate taxes are a moving target in the planning process. Traditional tools in the estate planning process may be inadequate to meet an estate’s needs. Proper planning and plan updating is vital to an individual estate planning needs.