Morgan D. Hill entered the financial services industry to follow his passion for helping people protect their wealth and pass it successfully to their loved ones. Morgan recognizes that too often individuals receive inconsistent or incomplete information when preparing for their retirements.
As the CEO and owner of Hill & Hill Financial, LLC, he works to dispel incorrect perceptions and has a talent for taking difficult and complicated issues and explaining them in simple terms with ease.
Morgan takes great pride in helping assess client needs to identify solutions that help maximize retirement income, manage their risks, create successful estate planning solutions and minimize taxation.
Over the past two decades, these services have become deeply integrated to become The Four Pillars of Retirement ™ , the foundation of his signature planning process and the basis for his popular book Building a Better Retirement.
Morgan brings comprehensive and knowledgeable expertise as a Certified Trust and Estate Specialist, Certified Tax Specialist and Certified Tax Advisor. He is able to provide full-services solutions and a dynamic range of financial tools through his life and health license along with Series 6, 22, 62, 63 and 65 securities licenses. He is a graduate of Oklahoma State University.
Connect with Morgan on LinkedIn.
Holly S. Hill is a seasoned professional in the area of business management and administration and is a licensed insurance agent.
As the CFO of Hill & Hill Financial, LLC, Holly has spent many years managing the day-to-day operations, building her team, and managing HR, Finance, and Marketing.
Her main objective is to ensure that all interactions at Hill and Hill Financial, LLC, are provided with professionalism, urgency and kindness.
Holly is a graduate of Georgia State University. Together with her husband and business partner, Morgan D. Hill, they work to guide clients to and through retirement successfully. Holly enjoys hiking, traveling and spending time with loved ones.
What You’ll Learn in This Episode
- The secret to Hill & Hill’s success after 20 years in business
- Thoughts on rumors of a possible retirement crisis
- The massive stock market swings during COVID-19
- The most important financial obstacle Americans will face in the future
- Their upcoming book about retirement
- Morgan and Holly’s favorite aspect of living in Atlanta and serving the Atlanta community
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