Our Services
Our process starts with you.
We firmly believe that the foundation of a good client relationship between an advisor and a client is communication. At Hipp and Associates, we pride ourselves on understanding each of our clients’ individual goals and concerns prior to making any financial recommendations.
It is in this investment of time that we develop a meaningful partnership with our clients who entrust their financial futures to us - a relationship we respectfully and humbly value as both your partner and your advocate.
Our approach, strategies, and services are coordinated to your specific needs, and we consistently monitor and proactively modify your wealth plan as needed.
With each step in our financial planning process, we focus first on our commitment to our clients and our fiduciary responsibility to serve their interests. To us, this is not only the best way to support our clients - it is the only way.
Financial Planning
We are here to help clients’ turn their financial goals into reality. We review balances, set effective and realistic plans, analyze cash flows, and prepare our clients for the financial future that they want.
College Planning
College expenses are growing faster than inflation. We help our clients lessen the cost impact by planning for their children’s education and take advantage of tax-free savings programs, establishing 529 plans, reviewing savings strategies and providing guidance on loan repayment plans.
Insurance Planning
We are able to shop the entire market for insurance policies to find the best fit for you. We will review and analyze any current plan you may have, and can guide you on any life insurance, disability insurance, or long-term care insurance needs you may have.
Retirement Services
We provide comprehensive retirement plans, including savings, investing, and income strategies. Additionally we can guide you in your investment selections for your 401(k), 403(b), and employer offered plans, and advise on social security.
Wealth Management
We provide portfolio research and strategic asset management to help manage and grow your investments for all life stages and tax situations. Starting with portfolio research and construction and maintained by consistent monitoring and adjusting as needed.
Estate Preservation
Allow us to assist with the most sensitive topic in financial planning. We take pride in helping our clients with specific and comprehensive estate planning, and can provide guidance with beneficiary selection and establishing trusts or Powers of Attorney.