Hill Financial Services
We specialize in holistic financial planning. By taking into account your entire life, including your financial status, current income generation, financial needs, personal values, and risk tolerance, we can provide a more complete service to you. Our process is one of collaboration and mutual understanding. Just as we select investments that are right for you, we also help you understand those solutions. You will always know how your assets are working for you.
Plans are not meant to last forever. A financial plan is a living document, and it requires periodic review and enhancement to ensure a quality experience. As your trusted advisors, we are there to make that happen. Through constant monitoring and active communication, you are kept abreast of any possible changes to your plan.
We truly care about your life and your goals. When you succeed, so do we. Your plan is created to help you determine what you want to accomplish.
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With offices in Southport and Wallingford, we serve clients in Central Connecticut and Fairfield County.
Bonnie Hill, CFP®, CPA
Hill Financial Services
2425 Post Road, Suite 100
Southport, CT 06890
Bonnie Hill initially joined the financial industry as a CPA, solving issues surrounding taxes and financial management. In 2003, she saw a way to further help her clients by providing financial planning and wealth management services while retaining the personalized service culture they had come to expect. Today, Hill Financial Services helps clients develop and implement innovative plans and strategies designed to better their lives.
Bonnie's true passion and purpose revolve around helping others succeed. Care, professionalism, and integrity are the cornerstones of her practice and are fully integrated into every client interaction. Bonnie’s communication and education skills help her to explain complex investments and tax strategies to people from all walks of life. Rather than seeing finances as a cause for concern, she helps clients see the good and manage the not-so-good when objectively reviewing assets
Member of the CtCPC
I am member of the Southern Connecticut Advisory Board with the Connecticut Care Planning Council.
About the NCPC
The National Care Planning Council and its affiliated
members are dedicated to helping families recognize the need for long term care planning and to helping
implement that planning. Integrity, honesty, and a genuine concern for those who are in need of (or may need)
long term care are at the heart of our services.