Bonnie Hill
“I do everything I can to keep my clients focused on where they want to go, to advise them on how to get there and to continually remind them of the importance of maintaining a disciplined approach to pursuing their financial goals.”
I have always enjoyed solving puzzles – particularly those involving numbers. Over the years, I have also discovered that I have a passion for helping people. After graduating from Quinnipiac University with degrees in accounting and computer information systems, I became a CPA. I started my own practice, primarily working with small businesses. Tax preparation was the bulk of my practice, but many clients came to me with questions about other financial issues they were navigating, such as saving for retirement, avoiding probate, caring for elderly parents, saving for college expenses, etc.
Often, when clients would come in for tax preparation, they would bring financial documents for me to review and explain. I found that they were making costly decisions, simply because they didn’t understand their options. They weren’t aware of the instruments and strategies available to them, nor the tax consequences of their choices. No one was looking out for their best interests, financially.
Recognizing that need, I got my securities and insurance licenses in 2003. A few years later, I obtained the Certified Financial Planner™ professional designation. Finding financial planning to be personally rewarding and enjoyable, I sold the majority of my tax practice and now focus on helping my clients set financial goals and implement the strategies necessary to achieve them. I especially enjoy putting the pieces of the financial puzzle together in coordination with the other trusted professional advisors in my clients’ lives, such as attorneys and CPAs.
“I am an Accredited Investment Fiduciary and hold FINRA Series 7 and 66 licenses. I have also been named a Five Star Wealth Manager three years in a row and have been featured in Connecticut Magazine as one of the outstanding wealth managers in Connecticut.”
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My Core Values
As I help to bring clarity to your financial picture, I build my service model on these four core values:
Highest Standards of Professionalism and Integrity
I treat my clients, colleagues and business partners with the utmost respect and honesty, at all times.
Independence and Objectivity
As an independent financial advisor, I have no allegiance or obligations to any particular company. My duty is to my client.
Fiduciary standard of care
As a fiduciary, I always put my clients’ best interests first.
Fairness and transparency of fees
I adhere to the standards of fairness, consistency, and transparency in my client relationships.
My Approach
Your priorities, values and goals are unique – and your comprehensive financial plan should be unique as well. As we collaborate to develop a plan for your financial future, you can expect the following service elements:
Advise
I will advise, educate and guide you so you can approach every complex financial decision with clarity and confidence. Our relationship will be built on trust and transparency.
Collaborate
I coordinate with your other trusted advisors to ensure that all pieces of the puzzle fit together into a unique strategy that will help you reach your financial goals. This collaboration will enable your vision for your financial future to become a multi-faceted plan of action.
Innovate
I dedicate myself to building external relationships that will benefit my clients and continuously learning about the ever-changing financial world. This means that innovation and creativity are integral to the plans and strategies I bring to my clients.
Support
A combination of my strong focus on customer service, advanced technology and a hand-picked team of strategic partners allows me to provide informed, personal support to every client. I purposefully keep a small client base so that I have time to build deep relationships with my clientele.
Independent Fiduciary
I am an independent financial professional, not an employee of a particular investment or financial services firm. This allows me the freedom to offer you objective guidance and a broader range of financial solutions, focusing on what is best for you and your financial goals.
In addition to being independent, I am also a fiduciary. What does this mean to you? A financial advisor who is a fiduciary is required to put your best interests ahead of their own at all times, regardless of compensation, perks, or other benefits. Fiduciaries must also thoroughly discuss their decisions with their clients, providing all relevant information and pertinent facts. This makes it easier for you to understand the decisions that are being made regarding your assets and your financial future.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Hill Financial Services, P.C. and Cambridge are not affiliated. Tax services are offered through Hill Financial Services, P.C.
This communication is strictly intended for individuals residing in the states of CA, CT, DE, FL, GA, IL, KY, MA, MD, NY, NC, RI, SC and VT. No offers may be made or accepted from any resident outside the specific states referenced.
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2 Corporate Drive, Suite 921 | Shelton, CT 06484